Michael
Weber
Grove Point Advisors, LLC
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About this Advisor
Michael Weber is a financial advisor who works out of Long Beach, California with 2 years of industry experience. Weber is an employee of Grove Point Advisors, LLC. Over the course of their career, Weber has held roles at H. Beck, Inc, Diversified Securities, Inc and Grove Point Advisors, LLC. Weber has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in California. Grove Point Advisors, LLC is a registered investment firm that has its headquarters in Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It manages $2 billion in total assets among its 8,355 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees depend on the financial services offered. Fees billed by Grove Point Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Weber Work History
Michael has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Diversified Securities, Inc
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Lutherville Timonium, MD
Bethlehem, PA
Paso Robles, CA
Trenton, NJ
Wheaton, IL
Victor, NY
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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