FOX FINANCIAL SERVICES, INC.
CRD #112506 SEC #801-60571 WHITE PLAINS, NY (914) 761-1639
SEC Registered
Total AUM
$90.9M
Discretionary
$90.9M
Employees
1
Clients
51
Accounts
162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $90.9M | $90.9M | $0 | 1 | 0 |
| Jan 2024 | $84.4M | $84.4M | $0 | 1 | 0 |
| Sep 2023 | $84.2M | $84.2M | $0 | 1 | 0 |
| May 2023 | $84.2M | $84.2M | $0 | 1 | 0 |
| Feb 2023 | $84.2M | $84.2M | $0 | 1 | 0 |
| Feb 2022 | $95.7M | $95.7M | $0 | 1 | 0 |
| Jan 2021 | $86M | $86M | $0 | 2 | 0 |
| Jun 2020 | $81.8M | $81.8M | $0 | 2 | 0 |
| Feb 2020 | $81.8M | $81.8M | $0 | 2 | 0 |
| Feb 2019 | $77.4M | $77.4M | $0 | 2 | 0 |
| Feb 2018 | $82.7M | $82.7M | $0 | 1 | 0 |
| Feb 2018 | $82.7M | $82.7M | $0 | 1 | 0 |
| Feb 2017 | $74.9M | $74.9M | $0 | 1 | 26 |
| Oct 2016 | $66.6M | $66.6M | $0 | 2 | 26 |
| Feb 2016 | $66.6M | $66.6M | $0 | 2 | 26 |
| Sep 2015 | $73.5M | $73.5M | $0 | 1 | 26 |
| Mar 2015 | $73.5M | $73.5M | $0 | 1 | 26 |
| Mar 2014 | $68.2M | $68.2M | $0 | 1 | 26 |
| Jan 2014 | $68.2M | $68.2M | $0 | 1 | 26 |
| Jan 2014 | $58.7M | $58.7M | $0 | 1 | 26 |
| Mar 2013 | $58.7M | $58.7M | $0 | 1 | 26 |
| Jan 2012 | $55.4M | $55.4M | $0 | 1 | 26 |
| Mar 2011 | $58.5M | $58.5M | $0 | 5 | -- |
| Mar 2008 | $57.4M | $57.4M | $0 | 5 | -- |
| Apr 2007 | $53.6M | $48.8M | $4.9M | 5 | -- |
| Feb 2007 | $53.6M | $48.8M | $4.9M | 5 | -- |
| Feb 2006 | $48.7M | $42.5M | $6.2M | 5 | -- |
| Jan 2004 | $37.8M | $35.3M | $2.5M | 5 | -- |
| May 2002 | $31.2M | $28.1M | $3.1M | 5 | -- |
| Sep 2001 | $29.5M | $0 | $29.5M | 5 | -- |
DateFeb 2025
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$84.4M
Discretionary$84.4M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2017
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees1
Clients26
DateOct 2016
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2014
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2014
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$53.6M
Discretionary$48.8M
Non-Disc.$4.9M
Employees5
Clients--
DateFeb 2007
Total AUM$53.6M
Discretionary$48.8M
Non-Disc.$4.9M
Employees5
Clients--
DateFeb 2006
Total AUM$48.7M
Discretionary$42.5M
Non-Disc.$6.2M
Employees5
Clients--
DateJan 2004
Total AUM$37.8M
Discretionary$35.3M
Non-Disc.$2.5M
Employees5
Clients--
DateMay 2002
Total AUM$31.2M
Discretionary$28.1M
Non-Disc.$3.1M
Employees5
Clients--
DateSep 2001
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees5
Clients--