CRD: 112506
FOX Financial Services, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1993
- Office Locations
- 1
Office Locations
About FOX Financial Services, Inc.
Fox Financial Services is an owner-led advisory firm providing personalized financial advice, retirement transition planning (including Social Security and Medicare guidance), and ongoing investment management. The firm has niche expertise coordinating Kraft Heinz pension and 401(k) plans for employees and retirees, and builds long-term, research-driven portfolios using diversified funds and ETFs (including Dimensional), custodied at Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW ROGER FOX
Branch Manager, Chief Compliance Officer, President
- CRD
- #4444228
- Ownership
- 75% or more
GIOVANNA FOX
Owner, Secretary
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,861,028 | $409,081 |
| Non-Discretionary | $0 | -- |
| Total | $110,861,028 | $409,081 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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