GROFF WEALTH MANAGEMENT
Firm details
- Headquarters
- HUNT VALLEY, Maryland
- CRD number
- 339984
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Groff Wealth Management operates as a limited liability company and provides a range of financial services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is structured as a capital allocator and employs a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, Groff Wealth Management focuses on delivering tailored financial solutions to its clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KENT GROFF
President, CEOCRD 6071618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNT VALLEY, MD
BALTIMORE
Location
HUNT VALLEY, MD
Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 201 International Cir
- Time zone
- ET (UTC-5)
- Office locations
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