Claim Profile
LW

Laura Nicole White

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland
Unclaimed Profile
2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 5557960Firm CRD# 313171
01

About

Laura Nicole White 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GROVE POINT ADVISORS, LLC
GROVE POINT ADVISORS, LLC
AUM
$2.4B
Regulatory assets under management
Employees
420
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5557960
Firm CRD# 313171
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Laura Nicole White offer?
Laura Nicole White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Laura Nicole White's credentials?
Laura Nicole White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Nicole White located?
Laura Nicole White 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 Laura Nicole White charge for services?
Laura Nicole White'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty