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GROVE STREET FIDUCIARY, LLC

20 Grove Street
Suite 240
Peterborough, New Hampshire 03458-0396
Tel: 603-924-9939

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About GROVE STREET FIDUCIARY, LLC

GROVE STREET FIDUCIARY, LLC, formally registered with the SEC as GROVE STREET FIDUCIARY, LLC. The firm was established in 02/24/1993. They have over 1 offices throughout the country.

GROVE STREET FIDUCIARY, LLC is a Peterborough, New Hampshire based Financial Planning firm with nearly $331,742,889 assets under management, offering retirement planning & investment advisory services to 1160 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107703
SEC#801-43397
Assets Managed by Firm$331,742,889
No. of Clients1160
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1160$331,742,889
Individuals (other than high net worth individuals)105$56,291,354
High net worth individuals122$273,971,279
Charitable organizations7$1,480,256

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