Grove

Grove (CRD# 281084) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,800,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $360,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Grove
Showing 1 - 4 of 4 top financial advisors.
1
Leslie L. Mallman
CRD#: 4910477
542 Brannan Street, Suite 407, San Francisco, CA 94107
96
Wealthminder
score

Leslie Mallman (CRD# 4910477) is an Investment Advisor Representative working at Grove in San Francisco, CA and has over 11 years of experience in the finance industry. Leslie Mallman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher R. Doyle
CRD#: 5384139
New York, NY
93
Wealthminder
score

Christopher Doyle (CRD# 5384139) is an Investment Advisor Representative working at Grove in New York, NY and has over 10 years of experience in the finance industry.

3
Sabrina K. Lee
CRD#: 5718447
542 Brannan Street, Suite 407, San Francisco, CA 94107
90
Wealthminder
score

Sabrina Lee (CRD# 5718447) is an Investment Advisor Representative working at Grove in San Francisco, CA and has 1 year of experience in the finance industry. Sabrina Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher W. Hutchins
CRD#: 5363512
542 Brannan Street, Suite 407, San Francisco, CA 94107
89
Wealthminder
score

Christopher Hutchins (CRD# 5363512) is an Investment Advisor Representative working at Grove in San Francisco, CA and has over 2 years of experience in the finance industry.

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