Donald
Owens
Grove Point Advisors, LLC
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About this Advisor
Donald Owens is a financial advisor based in Thurmont, Maryland, working with Grove Point Advisors, LLC. Donald has previously worked with The Griffin-Owens Ins. Agy, Nationwide Advisory Services, Inc, H. Beck, Inc, Adams-Green Funeral Home, Griffin-Owens Insurance Specialists, LLC, Ravenel Fd, LLC, 8803 Sudley Road, LLC, 847 Station Street, LLC, 7637 Leesburg Pike, LLC, Grove Point Advisors, LLC, and Grove Point Investments, LLC. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Donald is currently part of Grove Point Advisors, LLC, which operates out of Thurmont, Maryland. The firm has 188 offices and 389 employees. Grove Point Advisors, LLC manages $2.5 billion in assets and serves charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structures at Grove Point Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,470,347,917
389
9,556
$258,513
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
Donald Owens Work History
Grove Point Advisors, LLC
Grove Point Investments, LLC
Griffin-Owens Insurance Specialists, LLC
8803 Sudley Road, LLC
7637 Leesburg Pike, LLC
Ravenel Fd, LLC
847 Station Street, LLC
Adams-Green Funeral Home
The Griffin-Owens Ins. Agy
H. Beck, Inc
Nationwide Advisory Services, Inc
Disclosures
Please visit the SEC profile of Donald Owens 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
Rockville, MD
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Rockville, MD
Rockville, MD
Rockville, MD
Phoenix, AZ
Doyletown, PA
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