Foy Financial Services, Inc. (Lincoln)

Name: Foy Financial Services, Inc.
Address: 12501 Holdrege Street, Lincoln, NE, 68527
Telephone: 402-483-2004

Foy Financial Services, Inc. is an adviser based in Lincoln. It manages $40.46 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Nebraska, North Carolina, Pennsylvania, Rhode Island, and Texas.

Foy Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Foy Financial Services: assets under management

The assets under management (AUM) of Foy Financial Services, Inc. is $40.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foy Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Foy Financial Services, Inc.

Edward Donald Foy has been acting as President since 1 Nov 1997. Andrew Jay Kramer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Donald Foy	President	1 Nov 1997	75% - 100%	719148
Andrew Jay Kramer	Chief compliance officer	1 Jan 2003	Other	2751434

Based in Lincoln

The principal office where Foy Financial Services, Inc. performs its advisory services is located at 12501 Holdrege Street, Lincoln, NE 68527, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-483-2004 or by fax 402-488-9658. The normal business hours are 8 am to 5 pm central time on Monday - Friday. You can find more information about the New York firm at foyfinancial.com.