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 registered investment adviser organized as an LLC and operating since the early 1990s. The firm serves both individual/family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Grove Street is not an active ESG investor and does not identify as a multi-state advisory network; it also does not operate as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents20%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Hazel 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
$219M in ETFs
93%
$204M
4%
$15.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $32.8M | 134,962 | 14.96% |
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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