Investment adviser · CRD 118828

FOY FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

· Form ADV filed Apr 24, 2017

Regulatory AUM
$40.5M
Form ADV · Item 5.F
Client accounts
300
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 24, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 118828

Filing source

Form ADV 1109627 · Apr 24, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.