Eddy
Shum

Grove Point Advisors, LLC

CRD#1856001
Investment Advisor
in Rockville, MD

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About this Advisor

Eddy Shum is a financial advisor based in Rockville, Maryland, working with Grove Point Advisors, LLC. Eddy has previously held positions at Usa Financial Securities Corporation, Peak Retirement, Inc Eh Shum Financial Solutions, H. Beck, Inc, Grove Point Advisors, LLC, and Grove Point Investments, LLC. Eddy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Eddy is part of Grove Point Advisors, LLC, which operates out of Rockville, 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2440 Research Blvd Ste 500
Rockville, MD 20850

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$2,359,870,084

MD Average: $6,889,882,315
Total Number of Employees

420

MD Average: 45
Total Number of Accounts

9,920

MD Average: 765
Average Account Size

$237,890

MD Average: $9,006,382

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

Eddy Shum Work History

2021 - Present (4 years)

Grove Point Advisors, LLC

2021 - Present (4 years)

Grove Point Investments, LLC

1999 - Present (26 years)

Peak Retirement, Inc Eh Shum Financial Solutions

2020 - 2021 (1 year)

H. Beck, Inc

2010 - 2020 (10 years)

Usa Financial Securities Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eddy Shum 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

Nick Twentyfive
Victor, NY
Joseph Garner
Delmar, DE
Robert Baker
Rockville, MD
Jeremy King
Rockville, MD
Joshua Chamblin
Decatur, IL
Thomas Mclaughlin
Radnor, PA
Steven Morgan
Rockville, MD
Tyler Baker
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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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.

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