FOX FINANCIAL SERVICES, INC.

1 Barker Avenue
2nd Floor
White Plains, New York 10601
Tel: (914) 761-1639

About FOX FINANCIAL SERVICES, INC.

FOX FINANCIAL SERVICES, INC, formally registered with the SEC as FOX FINANCIAL SERVICES, INC. The firm was established in 09/12/2001. They have over 2 offices throughout the country.

FOX FINANCIAL SERVICES, INC. is a White Plains, New York based Financial Planning firm with nearly $90,940,423 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112506
SEC#	801-60571
Assets Managed by Firm	$90,940,423
No. of Clients	162
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$90,940,423
Individuals (other than high net worth individuals)	39	$17,705,386
High net worth individuals	26	$73,235,037

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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