Overview
Assets Under Management: $253 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 61
Average Client Assets: $1.8 million
Frequently Asked Questions
STARFOX FINANCIAL SERVICES, LLC 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 #142758), STARFOX FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
STARFOX FINANCIAL SERVICES, LLC is headquartered in THE WOODLANDS, TX.
STARFOX FINANCIAL SERVICES, LLC serves 61 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, STARFOX FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STARFOX FINANCIAL SERVICES, LLC manages $253 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, STARFOX FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.83%
Average Client Assets: $1.8 million
Total Client Accounts: 772
Discretionary Accounts: 708
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 142758
Filing ID: 1839030
Last Filing Date: 2024-03-12 12:25:00