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GROVE POINT ADVISORS, LLC

2440 Research Blvd
Ste 500
Rockville, Maryland 20850
Tel: 301-944-5900

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About GROVE POINT ADVISORS, LLC

GROVE POINT ADVISORS, LLC, formally registered with the SEC as GROVE POINT ADVISORS, LLC. The firm was established in 10/06/1999. They have over 225 offices throughout the country.

GROVE POINT ADVISORS, LLC is a Rockville, Maryland based Financial Planning firm with nearly $2,359,870,084 assets under management, offering retirement planning & investment advisory services to 9920 clients. The firm is staffed with 420 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#313171
SEC#801-56879
Assets Managed by Firm$2,359,870,084
No. of Clients9920
No. of Advisors420

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total9920$2,359,870,084
Individuals (other than high net worth individuals)6514$1,534,069,074
High net worth individuals364$784,515,268
Pension and profit sharing plans22$20,420,240
Charitable organizations10$7,097,041
Corporations or other businesses23$13,768,461

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