Theodore
Lauzen
Grey Fox Wealth Advisors, LLC
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About this Advisor
Theodore Lauzen is a financial advisor operating in Rockland, Delaware who has 3 years of industry experience. Lauzen currently works for Grey Fox Wealth Advisors, LLC. During their career, Lauzen has held roles at United States Marine Corps, Goldman Sachs, Nimbly, LLC, Grey Fox Capital, LLC and Grey Fox Wealth Advisors, LLC. Lauzen holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Delaware and Texas. Grey Fox Wealth Advisors, LLC is a registered investment business that has its headquarters in Rockland, DE. It manages $274 million in assets between its 781 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 781 client accounts, 35% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees depend on the type of services provided. However, fee types billed by Grey Fox Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grey Fox Wealth Advisors, LLC Brokerage Details
$274,356,828
5
781
$351,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Theodore Lauzen Work History
Theodore has been registered as a financial advisor for 3 years.*
Grey Fox Wealth Advisors, LLC
Grey Fox Capital, LLC
Nimbly, LLC
Goldman Sachs
United States Marine Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodore Lauzen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grey Fox Wealth Advisors, LLC
Rockland, DE
Rockland, DE
Rockland, DE
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