2440 Research Blvd
Ste 500
Rockville, Maryland 20850
Tel: 301-944-5900
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313171 |
| SEC# | 801-56879 |
| Assets Managed by Firm | $2,359,870,084 |
| No. of Clients | 9920 |
| No. of Advisors | 420 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9920 | $2,359,870,084 |
| Individuals (other than high net worth individuals) | 6514 | $1,534,069,074 |
| High net worth individuals | 364 | $784,515,268 |
| Pension and profit sharing plans | 22 | $20,420,240 |
| Charitable organizations | 10 | $7,097,041 |
| Corporations or other businesses | 23 | $13,768,461 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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