, financial advisor Rockville MD

CRD Number: 2962660
Current Firm: Grove Point Advisors, LLC
Compensation Model: Both

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Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Grove Point Investments, LLC Rockville, MD Apr 2021 - Current 2
H. Beck, Inc. Bethesda, MD Feb 2009 - Mar 2021 12
Self Employed Torrance, CA Jan 1981 - Dec 2019 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for
By the Numbers
  • Total Assets Under Management
    1,927
    MILLIONS
  • Total Number of Accounts
    8,355
    ACCOUNTS
  • Average Account Value
    $230,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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