FOX FINANCIAL SERVICES, INC.

RIASEC RegisteredEst. 2001

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$409K

Accounts

271

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 112506
Registered since: September 12, 2001
Website: www.foxfinancialservices.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI84.92%
Individuals14.86%
Corporations / Businesses0.17%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FOX Financial Services, Inc. is an independent, fee-based registered investment adviser serving individual and family clients. The firm operates under a percentage-of-AUM fee model and provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Established in 2001 and owned by an individual, the firm does not act as a capital allocator itself; instead it implements client strategies largely through external managers and pooled/public vehicles. Investment activity centers on traditional public funds and separately managed accounts, with an emphasis on diversified mutual funds and ETF-style exposure for core equity and fixed-income allocation. The firm does not identify as an active ESG investor. For non-core allocation, FOX Financial Services taps third-party alternative managers for targeted exposure to real estate, commodities and energy-related opportunities.