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, SEC-registered registered investment adviser that has been active since 1993. The firm serves both individual and family clients as well as institutional clients, and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its billing methods include asset-based fees, hourly charges, and fixed fees. Grove Street does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.
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 2HAZEL GROLLJAHN
Chief Operating OfficerCRD 6644697
CARL JOHNSON
Owner, Chief Investment StrategistCRD 4343732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$211M in ETFs
93%
$196M
4%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $29.9M | 137,682 | 14.20% |
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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