GREY FOX WEALTH ADVISORS, LLC

ROCKLAND, Delaware·3 registered advisors·CRD# 307172
SEC# 801-1220070302-482-3211
01

Firm Overview

AUM
$383M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GREY FOX WEALTH ADVISORS, LLC

3 registered advisors
Kevin Jan Dombrowski
ROCKLAND, Delaware
Loretana G Matteis
ROCKLAND, Delaware
Theodore James Lauzen
ROCKLAND, Delaware
05

Office Locations

ROCKLAND, Delaware
3 advisors

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Data sourced from SEC Form ADV filings. GREY FOX WEALTH ADVISORS, LLC (CRD# 307172) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.