Mark
Kamins
Grove Point Advisors, LLC
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About this Advisor
Mark Kamins is a personal financial specialist based out of Severna Park, Maryland who has 2 years of industry experience. Kamins is on the advisory team at Grove Point Advisors, LLC. Kamins has gained experience at Kamins & Manning P.C, H. Beck, Inc, #Ia H. Beck, Inc, Lighthouse Financial Services, Grove Point Advisors, LLC and Grove Point Investments, LLC. Kamins holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Maryland. Grove Point Advisors, LLC is a financial advisory business that has its headquarters in Rockville, MD. It has offices in 208 locations and a total of 333 employees. It manages $2 billion in assets under management among its 8,355 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 8,355 customer accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets. Grove Point Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services are provided. Fee types charged by Grove Point Advisors, LLC can include some blend of 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
Mark Kamins Work History
Mark has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Lighthouse Financial Services
Kamins & Manning P.C
H. Beck, Inc
#Ia H. Beck, Inc
*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 Mark Kamins 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
Victor, NY
Rockville, MD
Paso Robles, CA
Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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.
