GREY FOX WEALTH ADVISORS, LLC of ROCKLAND, DE is an SEC-registered investment adviser (CRD 307172). Regulatory assets under management: $698.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Theodore James Lauzen | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Kevin Jan Dombrowski | PARTNER | — |
| Ryan P Bonner | DIRECTOR OF OPERATIONS | — |
| LAUZEN THEODORE JAMES | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Dombrowski Kevin Jan | PARTNER | — |
| MATTEIS LORETANA G | DIRECTOR OF OPERATIONS | — |
| Daniel Joseph Mcglinn | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |