Overview
Assets Under Management: $2.5 billion
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 421
Average Client Assets: $2 million
Frequently Asked Questions
GROVE POINT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313171), GROVE POINT ADVISORS, LLC is subject to fiduciary duty under federal law.
GROVE POINT ADVISORS, LLC is headquartered in ROCKVILLE, MD.
GROVE POINT ADVISORS, LLC serves 421 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, GROVE POINT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GROVE POINT ADVISORS, LLC manages $2.5 billion in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, GROVE POINT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 421
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 9,556
Discretionary Accounts: 2,228
Non-Discretionary Accounts: 7,328
Regulatory Filings
CRD Number: 313171
Filing ID: 2001207
Last Filing Date: 2025-07-01 12:02:00
Website: https://atriawealth.com