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 registered investment adviser operating as a corporation with individual ownership. The firm focuses on serving individual and family clients through fee-based relationships, charging a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor.
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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