FOY Financial Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 118828
- Website
- foyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.55%
- Individuals34.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FOY Financial Services, Inc. is an independent, fee‑based registered investment adviser focused on serving individuals, families and small businesses. The firm emphasizes discretionary portfolio management paired with financial planning, and its stated investment preference is equities — primarily exchange‑traded instruments. FOY does not identify as an ESG investor, does not operate as a capital allocator, and is run under individual ownership. Advisory work centers on creating and managing portfolios for private clients rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Kathleen Foy
CRD 2441861
Cindy Hunter
Director of OperationsCRD 2628136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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