Eddy
Shum
Grove Point Advisors, LLC
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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
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
Eddy Shum Work History
Grove Point Advisors, LLC
Grove Point Investments, LLC
Peak Retirement, Inc Eh Shum Financial Solutions
H. Beck, Inc
Usa Financial Securities Corporation
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
Delmar, DE
Victor, NY
Decatur, IL
Rockville, MD
Rockville, MD
Dover, PA
Rockville, MD
Trenton, NJ
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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