← Tributary

FOX FINANCIAL SERVICES, INC.

WHITE PLAINS, NY · CRD 112506 · IAPD ↗ · foxfinancialservices.com · (914) 761-1639

$110.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — FOX FINANCIAL SERVICES, INC. now reports custody of client assets ($1.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.