Overview
Assets Under Management: $249 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 58
Average Client Assets: $3.0 million
Frequently Asked Questions
LAUREL GROVE CAPITAL 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 #107503), LAUREL GROVE CAPITAL LLC is subject to fiduciary duty under federal law.
LAUREL GROVE CAPITAL LLC is headquartered in LOS ANGELES, CA.
LAUREL GROVE CAPITAL LLC serves 58 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, LAUREL GROVE CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
LAUREL GROVE CAPITAL LLC manages $249 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, LAUREL GROVE CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.14%
Average Client Assets: $3.0 million
Total Client Accounts: 287
Discretionary Accounts: 286
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 107503
Filing ID: 1162317
Last Filing Date: 2018-03-21 14:40:00