FOX FINANCIAL, INC.
Legal name: ALLIANCE FINANCIAL
CRD #319679 SEC #801-125698 WYOMISSING, PA 610-376-5981
SEC Registered
Total AUM
$254.7M
Discretionary
$242.5M
Employees
6
Clients
51
Accounts
978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $254.7M | $242.5M | $12.2M | 6 | 0 |
| Jun 2025 | $254.7M | $242.5M | $12.2M | 6 | 0 |
| Mar 2025 | $254.7M | $242.5M | $12.2M | 6 | 0 |
| Oct 2024 | $232.3M | $222M | $10.3M | 6 | 1 |
| May 2024 | $232.3M | $222M | $10.3M | 6 | 1 |
| May 2024 | $232.3M | $222M | $10.3M | 6 | 1 |
| Feb 2024 | $232.3M | $222M | $10.3M | 6 | 1 |
| Feb 2024 | $185.1M | $185.1M | $0 | 6 | 6 |
| Sep 2023 | $185.1M | $185.1M | $0 | 6 | 6 |
| Feb 2023 | $185.1M | $185.1M | $0 | 6 | 6 |
| Jan 2023 | $200.2M | $189.4M | $10.8M | 6 | 0 |
| Nov 2022 | $200.2M | $189.4M | $10.8M | 6 | 0 |
| Nov 2022 | $200.2M | $189.4M | $10.8M | 6 | 0 |
| Sep 2022 | $200.2M | $189.4M | $10.8M | 6 | 0 |
| Jun 2022 | $0 | $0 | $0 | 6 | 0 |
| Jun 2022 | $0 | $0 | $0 | 5 | 0 |
| May 2022 | $0 | $0 | $0 | 5 | 0 |
| May 2022 | $0 | $0 | $0 | 5 | 0 |
| Apr 2022 | $0 | $0 | $0 | 5 | 0 |
| Apr 2022 | $0 | $0 | $0 | 5 | 0 |
DateAug 2025
Total AUM$254.7M
Discretionary$242.5M
Non-Disc.$12.2M
Employees6
Clients0
DateJun 2025
Total AUM$254.7M
Discretionary$242.5M
Non-Disc.$12.2M
Employees6
Clients0
DateMar 2025
Total AUM$254.7M
Discretionary$242.5M
Non-Disc.$12.2M
Employees6
Clients0
DateOct 2024
Total AUM$232.3M
Discretionary$222M
Non-Disc.$10.3M
Employees6
Clients1
DateMay 2024
Total AUM$232.3M
Discretionary$222M
Non-Disc.$10.3M
Employees6
Clients1
DateMay 2024
Total AUM$232.3M
Discretionary$222M
Non-Disc.$10.3M
Employees6
Clients1
DateFeb 2024
Total AUM$232.3M
Discretionary$222M
Non-Disc.$10.3M
Employees6
Clients1
DateFeb 2024
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees6
Clients6
DateSep 2023
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees6
Clients6
DateFeb 2023
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees6
Clients6
DateJan 2023
Total AUM$200.2M
Discretionary$189.4M
Non-Disc.$10.8M
Employees6
Clients0
DateNov 2022
Total AUM$200.2M
Discretionary$189.4M
Non-Disc.$10.8M
Employees6
Clients0
DateNov 2022
Total AUM$200.2M
Discretionary$189.4M
Non-Disc.$10.8M
Employees6
Clients0
DateSep 2022
Total AUM$200.2M
Discretionary$189.4M
Non-Disc.$10.8M
Employees6
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0