Unclaimed Profile

Denise Marie Mcgee

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland

GROVE POINT ADVISORS, LLC

2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 2549694Firm CRD# 313171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Marie Mcgee · ROCKVILLE, MD

Registration

CRD #2549694 · GROVE POINT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Denise Marie Mcgee is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with GROVE POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GROVE POINT ADVISORS, LLC

AUM

$2.4B

Regulatory assets under management

Employees

420

Total firm employees

View all advisors at GROVE POINT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2549694

Firm CRD# 313171

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Denise Marie Mcgee offer?

Denise Marie Mcgee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Denise Marie Mcgee's credentials?

Denise Marie Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Marie Mcgee located?

Denise Marie Mcgee is based in ROCKVILLE, Maryland, working with GROVE POINT ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Denise Marie Mcgee charge for services?

Denise Marie Mcgee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROVE POINT ADVISORS, LLC?

GROVE POINT ADVISORS, LLC has approximately 420 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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