The Financial Grove LLC
Firm details
- Headquarters
- ,
- CRD number
- 328957
- Website
- www.financialgrove.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Financial Grove LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation appears flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm reports being an active ESG investor, indicating environmental, social, or governance factors are incorporated into its investment approach. The business is not positioned as a capital allocator or pension consultant and is not identified as a multi-state adviser.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Sylvie Scowcroft
FounderCRD 7828946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations