Michael
O'Malley
Grove Point Advisors, LLC
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About this Advisor
Michael O'Malley is a financial advisor based in Chicago, Illinois, working with Grove Point Advisors, LLC. Michael has previously held positions at Peb Financial Group, Peb Financial Group, Inc, Grove Point Investments, LLC, and Grove Point Advisors, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Michael is part of Grove Point Advisors, LLC, which operates out of Chicago, Illinois. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,359,870,084
420
9,920
$237,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael O'Malley Work History
Grove Point Advisors, LLC
Grove Point Investments, LLC
Peb Financial Group
Peb Financial Group, Inc
Disclosures
Please visit the SEC profile of Michael O'Malley 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
Delmar, DE
Victor, NY
Rockville, MD
Radnor, PA
Decatur, IL
Rockville, MD
Rockville, MD
Dover, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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