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Building 2FOX FINANCIAL SERVICES, INC.

Map pinWHITE PLAINS, NY
Phone(914) 761-1639
NotebookSEC #801-60571
Total AUM
$110.9M
Employees
1
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BARKER AVENUE
2ND FLOOR
WHITE PLAINS
NY 10601
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(914) 761-1639
Other Offices
1

ReceiptFinancials

Total AUM
$110.9M
Accounts
271
Discretionary
$110.9M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$16.5M
HNW Individual Clients
31
AUM
$94.1M
Charitable Organization Clients
1
AUM
$46.3K
Corporation or Business Clients
1
AUM
$191.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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