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Building 2STEEL GROVE CAPITAL ADVISORS, LLC

Map pinMEMPHIS, TN
Phone901-498-6300
NotebookSEC #801-60517
Total AUM
$1.6B
Employees
13
Clients
884

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 POPLAR AVENUE
SUITE 3100
MEMPHIS
TN 38137
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
901-498-6300
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
884
Discretionary
$1.4B
Accounts
690
Non-Discretionary
$256.8M
Accounts
194

ContactClients

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Individual Clients
36
AUM
$8.9M
HNW Individual Clients
831
AUM
$1.5B
Charitable Organization Clients
11
AUM
$59.6M
Government Entity Clients
2
AUM
$24.6M
Corporation or Business Clients
4
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGALAMDMSNCNHOHOKPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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