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Building 2GROVE STREET FIDUCIARY, LLC

Map pinPETERBOROUGH, NH
Phone603-924-9939
NotebookSEC #801-43397
Total AUM
$413.2M
Employees
4
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 GROVE STREET
SUITE 240
PETERBOROUGH
NH 03458-0396
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
603-924-9939

ReceiptFinancials

Total AUM
$413.2M
Accounts
1,066
Discretionary
$398.9M
Accounts
1,020
Non-Discretionary
$14.3M
Accounts
46

ContactClients

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Individual Clients
108
AUM
$49.6M
HNW Individual Clients
184
AUM
$362.8M
Charitable Organization Clients
5
AUM
$810K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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