Grove Street Fiduciary, LLC
Firm details
- Headquarters
- Peterborough, New Hampshire
- CRD number
- 107703
- Registered since
- February 24, 1993
- Website
- www.grovestreetfiduciary.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.8%
- Individuals12.01%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grove Street Fiduciary, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 1993) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm describes itself as a non-capital allocator, which aligns with its use of third-party fund managers rather than operating its own external manager platform. Grove Street is not positioned as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents20%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Carl Johnson
Owner, Chief Investment StrategistCRD 4343732
Hazel Grolljahn
Chief Operating OfficerCRD 6644697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$203M in ETFs
94%
$190M
3%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $28M | 121,329 | 13.81% |
Location
Peterborough, NH
Hillsborough
Location
Peterborough, NH
Headquartered in Peterborough, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 20 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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