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
Charles Jones (CRD# 1541003) 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.
Steven Judd (CRD# 4442619) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 22 years of experience in the finance industry.
James Jurczak (CRD# 2032940) 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.
Mark Kamins (CRD# 1911615) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 30 years of experience in the finance industry.
Thomas Kearn (CRD# 3168287) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mcmurray, PA and has over 25 years of experience in the finance industry.
Jeffery Kellett (CRD# 1356575) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Bristol, IL and has over 33 years of experience in the finance industry.
Heidi Kennedy (CRD# 4476699) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 22 years of experience in the finance industry.
Kathleen Kennedy (CRD# 6763708) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 6 years of experience in the finance industry.
Michael Kern (CRD# 4873501) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Allie King (CRD# 6681436) 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.