GREY FOX WEALTH ADVISORS, LLC is a Rockland, Delaware based financial advisory firm with nearly $274,356,828 in assets under management and provides investment advisory services for 781 clients. There are currently 5 financial advisors at the firm.
General Information |
Firm CRD#: | 307172 | |
SEC#: | 801-122007 | |
Assets under Management: | $274,356,828 | |
No. of Clients: | 781 | |
No. of Advisors: | 5 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
BDFS CAPITAL LLC | 287680 | 801-120724 | 1348 | 6 | $230,644,342 |
BIG INVESTMENT SERVICES | 291437 | 801-112462 | 1189 | 5 | $189,213,138 |
LOKKEN INVESTMENT GROUP, LLC | 283696 | 801-114384 | 1096 | 5 | $235,822,674 |
CROWLEY WEALTH MANAGEMENT, INC. | 112368 | 801-29207 | 996 | 4 | $319,923,878 |
GREY FOX WEALTH ADVISORS, LLC | 307172 | 801-122007 | 781 | 5 | $274,356,828 |
BLUE ROCK FINANCIAL GROUP | 298558 | 801-117998 | 608 | 8 | $207,300,100 |
WESTOVER CAPITAL ADVISORS, LLC | 126520 | 801-64380 | 559 | 8 | $355,720,669 |
BCM WEALTH MANAGEMENT | 122434 | 801-110693 | 446 | 5 | $268,214,193 |
N1 ADVISORS | 147048 | 801-69525 | 439 | 8 | $289,319,008 |
BENCH WALK ADVISORS LLC | 313945 | 801-125767 | 39 | 11 | $422,263,484 |
MARVIN & PALMER ASSOCIATES | 105399 | 801-27724 | 14 | 14 | $281,623,175 |
CORTEN REAL ESTATE MANAGEMENT LLC | 321897 | 801-126642 | 8 | 12 | $363,361,504 |
IP GROUP, INC. | 300077 | 801-126202 | 5 | 16 | $205,678,646 |
WILMINGTON TRUST ASSET MANAGEMENT, LLC | 325489 | 801-127565 | 4 | 68 | $283,940,329 |
WINDMARK INVESTMENT PARTNERS, INC. | 131880 | 801-63587 | 2 | 15 | $215,300,000 |