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Fox Financial, Inc.

● SEC registered since 2022CRD 319679SEC# 801-125698Wyomissing, PA
Export (members)
Reg. AUM
$254.7M
Employees
6
Accounts
978
Location
Wyomissing, PA

Fox Financial, Inc. assets under management

Fox Financial, Inc. is a registered investment adviser overseen by the SEC based in Wyomissing, PA. The firm has been registered since 2022. It reports $254.7 million in regulatory assets under management and employs 6 people.
www.alliancefinancialofpa.comView on SEC.gov ↗

Fox Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Eric McFadden Mischler ControlManaging Partner10-25%2020
Kevin Michael Fox ControlManaging Partner, Chief Compliance Officer, & President50-75%2020
Thomas Alan Drexler ControlManaging Partner10-25%2020

Frequently asked questions

How much does Fox Financial, Inc. manage?

Fox Financial, Inc. reports $254.7 million in regulatory assets under management on its Form ADV.

How many employees does Fox Financial, Inc. have?

Fox Financial, Inc. reports 6 employees.

Where is Fox Financial, Inc. located?

Fox Financial, Inc. is based in Wyomissing, PA and has been SEC-registered since 2022.

Does Fox Financial, Inc. disclose fund performance?

Fox Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1105 Berkshire Blvd. Ste 120, Wyomissing, PA 19610
Phone610-376-5981
Fax610-378-5398
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$242.5M
Non-discretionary$12.2M
Total (RAUM)$254.7M