GROVE POINT ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	313171
SEC#	801-56879
Assets Managed by Firm	$2,359,870,084
No. of Clients	9920
No. of Advisors	420

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 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

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