The Grove, Realty And Services, Corp

Overview

The Grove, Realty And Services, Corp. is structured as a privately owned corporation with an individual owner and primarily serves institutional clients while maintaining advisory capabilities for individuals and small businesses. Its commercial activities straddle real estate and insurance: the firm operates as a real estate broker and an insurance broker, and it lists sponsorship of limited partnerships (excluding pooled investment vehicles) among its industry affiliations. Advisory services offered include financial planning and portfolio management targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and also bills hourly for certain services. It does not describe itself as an active ESG investor, is not a multistate adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives