RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 14, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
FOX, KEVIN, MICHAELIMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
DREXLER, THOMAS, ALANIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control
MISCHLER, ERIC, MCFADDENIMANAGING PARTNERB Control

Registrations

Federal

IA
Aug 14, 2025 REGISTERED

Notice Filings (6)

FL LA NE OH PA SC

Address

1105 BERKSHIRE BLVD. STE 120,
WYOMISSING, PA 19610
United States
Phone: 610-376-5981