Christian
Locher
Grove Point Advisors, LLC
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About this Advisor
Christian Locher is a certified financial planner who works in Crofton, Maryland with 2 years of industry experience. Locher is on the advisory team at Grove Point Advisors, LLC. Their career trajectory has included roles at Grove Point Investments, LLC and Grove Point Advisors, LLC. Locher holds a Series 63 license, which qualifies them as a securities agent, and can serve investors in Maryland. Grove Point Advisors, LLC is a registered investment business based in Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 employees. It handles $2 billion in assets under management between its 8,355 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 8,355 customer accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which service is offered. Fee types billed by Grove Point Advisors, LLC may include 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
Christian Locher Work History
Christian has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
*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 Christian Locher 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
Rockville, MD
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Wheaton, IL
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Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Trenton, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
