Bank / Wealth / TrustRIA · CRD 112506SEC-Registered

Updated:

Fox Financial Services

Fox Financial Services is an SEC-registered investment adviser in White Plains, NY, registered since 2001. The firm manages approximately $111 million in...

Fox Financial Services logo

Fox Financial Services

Fox Financial Services is an SEC-registered investment adviser in White Plains, NY, registered since 2001. The firm manages approximately $111 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2001

Location

Region

North America

Country

United States

City

White Plains

Corporate office

White Plains, NY, United States

Frequently asked questions

Does the firm manage institutional capital or only private wealth?

Fox Financial Services' registration and public footprint point exclusively to private wealth management for individuals and families. There are no disclosed institutional separate accounts, pension fund relationships, or endowment mandates.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More White Plains Bank / Wealth / Trust profiles