GROVESTREET

2221 Washington Street
Building 1, Suite 201
Newton, Massachusetts 02462
Tel: 781-263-6100

About GROVESTREET

GROVESTREET, formally registered with the SEC as GROVESTREET. The firm was established in 05/21/2001. They have over 1 offices throughout the country.

GROVESTREET is a Newton, Massachusetts based Financial Planning firm with nearly $6,484,561,795 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111497
SEC#	801-60272
Assets Managed by Firm	$6,484,561,795
No. of Clients	46
No. of Advisors	36

Fee Structure

Fixed fees
Performance Based
Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	46	$6,484,561,795

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