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
Patricia Gugliotti (CRD# 732041) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 27 years of experience in the finance industry.
William Gullborg (CRD# 1006168) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mcmurray, PA and has over 37 years of experience in the finance industry.
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 29 years of experience in the finance industry.
Morgan Haeberlin (CRD# 6239207) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 10 years of experience in the finance industry.
David Haislip (CRD# 714334) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Anaheim, CA and has over 15 years of experience in the finance industry.
Seth Hammer (CRD# 5191799) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lutherville-Timonium, MD and has over 16 years of experience in the finance industry.
Donald Harivel (CRD# 1027649) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Boca Raton, FL and has over 26 years of experience in the finance industry.
David Harreld (CRD# 1080264) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 41 years of experience in the finance industry.
Donald Hayden (CRD# 1035485) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Elm Grove, WI and has over 42 years of experience in the finance industry.
Thomas Headlee (CRD# 1330848) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Kennesaw, GA and has over 39 years of experience in the finance industry.