Active
GREY FOX WEALTH ADVISORS, LLC
Investment Advice|ROCKLAND, DE
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$544.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 460.6M |
| Non-Discretionary | 83.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 307172 |
| SEC Number | 801-122007 |
| Street Address | 100 SOUTH ROCKLAND FALLS ROAD |
| Location | ROCKLAND, DE 19732 |
| Country | United States |
| Phone | 302-482-3211 |
| Total Employees | 9 |
Client Count by Type (276 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 153 |
| High Net Worth Individual… | 100 |
| Pension/Profit Sharing Pl… | 12 |
| Corporations/Businesses | 6 |
| Charitable Organizations | 5 |
County data not available for this organization.