Unclaimed Profile

Lee Grout

KILLEN GROUP INC·BERWYN, Pennsylvania

Series 2, Series 65Clean record16 years registeredKILLEN GROUP INC

1189 LANCASTER AVE, BERWYN, PA 19312-1298CRD# 2574387Firm CRD# 110421

Profile Verification

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

Identity

Lee Grout · BERWYN, PA

Registration

CRD #2574387 · KILLEN GROUP INC · 16 years registered

Brand Profile

Not yet started

Career History

NEWSQUARE CAPITAL, LLC

Feb 2026 – present

KILLEN GROUP INC

Aug 2010 – Jun 2016

BERWYN, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · August 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KILLEN GROUP INC

CRD 110421 · SEC 801-18770

AUM

$2.6B

Regulatory assets under management

Employees

208 client accounts

Services offered by KILLEN GROUP INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at KILLEN GROUP INC →

Introduction

Speak with Lee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lee is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BERWYN?

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

Browse BERWYN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lee Grout offer?

Lee Grout specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Lee Grout's credentials?

Lee Grout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Grout located?

Lee Grout is based in BERWYN, Pennsylvania, working with KILLEN GROUP INC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Lee Grout charge for services?

Lee Grout's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILLEN GROUP INC?

KILLEN GROUP INC has approximately 13 employees and manages $2.6B 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 →