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Theodore James Lauzen

Partner And Chief Compliance OfficerGrey Fox Wealth Advisors, LLCCRD 6773478

About Theodore James Lauzen

Theodore James Lauzen is listed as Partner And Chief Compliance Officer at Grey Fox Wealth Advisors, LLC in Rockland, DE. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Grey Fox Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Theodore James Lauzen work?

Theodore James Lauzen is listed as Partner And Chief Compliance Officer at Grey Fox Wealth Advisors, LLC on SEC Form ADV.

How much of Grey Fox Wealth Advisors, LLC does Theodore James Lauzen own?

Form ADV reports a beneficial ownership band of 50-75%.

Grey Fox Wealth Advisors, LLC

TitlePartner And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2019
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