Aaron
Polun
Grove Point Advisors, LLC
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About this Advisor
Aaron Polun is a financial advisor based in Pikesville, Maryland, working with Grove Point Advisors, LLC. Aaron has previously held positions at Equitable Advisors, LLC, Grove Point Investments LLC, and Grove Point Advisors LLC. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Aaron is part of Grove Point Advisors, LLC, which operates out of Pikesville, Maryland. 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
Aaron Polun Work History
Grove Point Investments LLC
Grove Point Advisors LLC
Equitable Advisors, LLC
Disclosures
Please visit the SEC profile of Aaron Polun 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
Decatur, IL
Victor, NY
Rockville, MD
Dover, PA
Rockville, MD
Rockville, MD
Radnor, 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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