Groff Wealth Management
Firm details
- Headquarters
- Sparks, Maryland
- CRD number
- 339984
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Groff Wealth Management is organized as a limited liability company and is owned by an individual principal. The firm operates on a percentage-of-assets fee model and performs financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers on clients’ behalf. FINTRX marks the firm as a capital allocator, but the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser structure.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kent Groff
President, CEOCRD 6071618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sparks, MD
Baltimore
Location
Sparks, MD
Headquartered in Sparks, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 909 Ridgebrook Rd
- Time zone
- ET (UTC-5)
- Office locations
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