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Grey Fox Wealth Advisors, LLC

● SEC registered since 2021CRD 307172SEC# 801-122007Rockland, DE
Export (members)
Reg. AUM
$544.1M
Employees
9
Accounts
1,199
Location
Rockland, DE

Grey Fox Wealth Advisors, LLC assets under management

Grey Fox Wealth Advisors, LLC is an SEC-registered investment adviser based in Rockland, DE. The firm has been registered since 2021. It reports $544.1 million in regulatory assets under management and employs 9 people.
www.linkedin.com/in/tedlauzenView on SEC.gov ↗

Grey Fox Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kevin Jan Dombrowski ControlPartner50-75%2020
Ryan P BonnerDirector Of OperationsUnder 5%2021
Theodore James Lauzen ControlPartner And Chief Compliance Officer50-75%2019

Frequently asked questions

How much does Grey Fox Wealth Advisors, LLC manage?

Grey Fox Wealth Advisors, LLC reports $544.1 million in regulatory assets under management on its Form ADV.

How many employees does Grey Fox Wealth Advisors, LLC have?

Grey Fox Wealth Advisors, LLC reports 9 employees.

Where is Grey Fox Wealth Advisors, LLC located?

Grey Fox Wealth Advisors, LLC is based in Rockland, DE and has been SEC-registered since 2021.

Does Grey Fox Wealth Advisors, LLC disclose fund performance?

Grey Fox Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 South Rockland Falls Road, Rockland, DE 19732
Phone302-482-3211
Office hours8:30 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1965362
Discloses disciplinary historyNo

Assets under management

Discretionary$460.6M
Non-discretionary$83.5M
Total (RAUM)$544.1M