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Loretana G Matteis

GREY FOX WEALTH ADVISORS, LLC·ROCKLAND, Delaware
Unclaimed Profile
100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE 19732CRD# 7549236Firm CRD# 307172
01

About

Loretana G Matteis is a registered financial advisor based in ROCKLAND, Delaware, affiliated with GREY FOX WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GREY FOX WEALTH ADVISORS, LLC
GREY FOX WEALTH ADVISORS, LLC
AUM
$383M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREY FOX WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7549236
Firm CRD# 307172
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loretana G Matteis offer?
Loretana G Matteis specializes in Financial Planning, Investment Management. Contact their office in ROCKLAND, Delaware for a consultation.
What are Loretana G Matteis's credentials?
Loretana G Matteis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretana G Matteis located?
Loretana G Matteis is based in ROCKLAND, Delaware, working with GREY FOX WEALTH ADVISORS, LLC. Their office serves clients in the ROCKLAND metropolitan area and surrounding communities.
How does Loretana G Matteis charge for services?
Loretana G Matteis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREY FOX WEALTH ADVISORS, LLC?
GREY FOX WEALTH ADVISORS, LLC has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCKLAND
Theodore James Lauzen — GREY FOX WEALTH ADVISORS, LLCKevin Jan Dombrowski — GREY FOX WEALTH ADVISORS, LLC
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideNEWARK Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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