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Jeffrey James Groves

INTEGRATED ADVISORS NETWORK LLC·DALLAS, Texas
Unclaimed Profile
8117 PRESTON RD, DALLAS, TX 75225CRD# 2252184Firm CRD# 171991
01

About

Jeffrey James Groves is a registered financial advisor based in DALLAS, Texas, affiliated with INTEGRATED ADVISORS NETWORK LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
INTEGRATED ADVISORS NETWORK LLC
INTEGRATED ADVISORS NETWORK LLC
AUM
$4.2B
Regulatory assets under management
Employees
90
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2252184
Firm CRD# 171991
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey James Groves offer?
Jeffrey James Groves specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Jeffrey James Groves's credentials?
Jeffrey James Groves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey James Groves located?
Jeffrey James Groves is based in DALLAS, Texas, working with INTEGRATED ADVISORS NETWORK LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jeffrey James Groves charge for services?
Jeffrey James Groves's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED ADVISORS NETWORK LLC?
INTEGRATED ADVISORS NETWORK LLC has approximately 90 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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