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UNION GROVE VENTURE PARTNERS
47 Maple St.
Suite 106
Summit, New Jersey 07901
Tel: 866-491-8550
About UNION GROVE VENTURE PARTNERS
UNION GROVE VENTURE PARTNERS, formally registered with the SEC as UNION GROVE VENTURE PARTNERS. The firm was established in 06/19/2014. They have over 4 offices throughout the country.
UNION GROVE VENTURE PARTNERS is a Summit, New Jersey based Financial Planning firm with nearly $621,711,526 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170880 |
| SEC# | 801-79915 |
| Assets Managed by Firm | $621,711,526 |
| No. of Clients | 11 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $621,711,526 |
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