← Back to searchVisit website
GROVE STREET FIDUCIARY, LLC
CRD 107703 · SEC 801-43397
20 GROVE STREET, SUITE 240, PETERBOROUGH, NH, 03458-0396, United States
Phone
603-924-9939
Fax
603-924-9938
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.2M
Discretionary AUM
$398.9M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $49.6M |
| High net worth individuals | 184 | $362.8M |
| Charitable organizations | 5 | $810K |
States served
ME, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD