20 Grove Street
Suite 240
Peterborough, New Hampshire 03458-0396
Tel: 603-924-9939
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107703 |
SEC# | 801-43397 |
Assets Managed by Firm | $331,742,889 |
No. of Clients | 1160 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1160 | $331,742,889 |
Individuals (other than high net worth individuals) | 105 | $56,291,354 |
High net worth individuals | 122 | $273,971,279 |
Charitable organizations | 7 | $1,480,256 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$3,108,813,749 | 1858 | 45 |
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