Grove Point Advisors, LLC
Grove Point Advisors, LLC (CRD# 313171) is a financial advisory firm headquartered in Rockville, MD. They manage $2,359,870,084 in 9,920 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,360MILLION
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry.
Ronald Adams (CRD# 1698005) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Burlington, NC and has over 36 years of experience in the finance industry.
Jason Albino (CRD# 2891263) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Andrew Anderson (CRD# 6516218) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Brian Bailey (CRD# 2249014) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry.
Jacquelyn Baker (CRD# 2957121) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Centennial, CO and has over 25 years of experience in the finance industry.
James Baker (CRD# 2661583) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 28 years of experience in the finance industry.
Robert Baker (CRD# 6231831) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Calabasas, CA and has over 10 years of experience in the finance industry.
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.