The Grove, Realty and Services, Corp
Firm details
- Headquarters
- Land O Lakes, Florida
- CRD number
- 322350
- Website
- www.the-grove-realty.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Grove, Realty and Services, Corp is an individually owned, Florida-registered corporate advisory and brokerage firm that mixes real estate and insurance services with client-facing financial advice. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, while its broker activities include real estate and insurance transactions. The firm charges clients by a percentage of assets under management and via hourly fees. Industry affiliations list ties to an insurance company, real estate brokerage activity, and sponsorship of limited partnerships. The firm does not list active ESG investing as part of its strategy.
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
Location
Land O Lakes, FL
Pasco
Location
Land O Lakes, FL
Headquartered in Land O Lakes, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 3632 Land O Lakes Blvd
- Time zone
- ET (UTC-5)
- Office locations
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