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Building 2GREY FOX WEALTH ADVISORS, LLC

Map pinROCKLAND, DE
Phone302-482-3211
NotebookSEC #801-122007
Total AUM
$698.8M
Employees
11
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SOUTH ROCKLAND FALLS ROAD
ROCKLAND
DE 19732
United States
Operating Hours
8:30 AM - 6:00 PM
Monday - Friday
Phone
302-482-3211

ReceiptFinancials

Total AUM
$698.8M
Accounts
1,309
Discretionary
$594.2M
Accounts
1,215
Non-Discretionary
$104.5M
Accounts
94

ContactClients

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Individual Clients
193
AUM
$116.5M
HNW Individual Clients
118
AUM
$438.3M
Pension/Profit Sharing Plan Clients
12
AUM
$65.8M
Charitable Organization Clients
5
AUM
$63.1M
Corporation or Business Clients
7
AUM
$15.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLILMAMDMINHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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