Overview
Assets Under Management: $111 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 31
Average Client Assets: $3.0 million
Frequently Asked Questions
FOX FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112506), FOX FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
FOX FINANCIAL SERVICES, INC. is headquartered in WHITE PLAINS, NY.
FOX FINANCIAL SERVICES, INC. serves 31 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, FOX FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FOX FINANCIAL SERVICES, INC. manages $111 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, FOX FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.92%
Average Client Assets: $3.0 million
Total Client Accounts: 271
Discretionary Accounts: 271
Regulatory Filings
CRD Number: 112506
Filing ID: 2052824
Last Filing Date: 2026-02-26 09:08:53