GREY FOX WEALTH ADVISORS, LLC

100 South Rockland Falls Road
Rockland, Delaware 19732
Tel: 302-482-3211

About GREY FOX WEALTH ADVISORS, LLC

GREY FOX WEALTH ADVISORS, LLC, formally registered with the SEC as GREY FOX WEALTH ADVISORS, LLC. The firm was established in 08/02/2021. They have over 1 offices throughout the country.

GREY FOX WEALTH ADVISORS, LLC is a Rockland, Delaware based Financial Planning firm with nearly $544,140,011 assets under management, offering retirement planning & investment advisory services to 1199 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307172
SEC#	801-122007
Assets Managed by Firm	$544,140,011
No. of Clients	1199
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1199	$544,140,011
Individuals (other than high net worth individuals)	153	$79,046,058
High net worth individuals	100	$347,143,691
Pension and profit sharing plans	12	$49,578,576
Charitable organizations	5	$55,130,891
Corporations or other businesses	6	$13,240,795

More Retirement Planning firms in Rockland, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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