RIA Intel›Advisers›Georgia›GROVE INVESTMENTS, INC.

GROVE INVESTMENTS, INC.

Advisory

ST. SIMONS ISLAND, GA

Data as of Apr 29, 2016 · Source: SEC Form ADV

AUM change, 1 year
-3.5%
24th percentile in GA
AUM CAGR, 3 year
+4.3%
compound annual growth
Average account
$534K
across 78 accounts
AUM per adviser
$42M
1 advisers
Filing history
17
filings since 2001

Source: SEC Form ADV. Figures as filed Apr 29, 2016.

Total AUM
$42M
1-Year AUM Growth
-3.5%
3-Year CAGR
+4.3%
Employees
1
Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingJun 12, 2001
Latest FilingApr 29, 2016
Full AUM trend chart and 17 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InGA, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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