Terry
Reinhart

Grove Point Advisors, LLC

CRD#2809373
Investment Advisor
in Bowie, MD

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About this Advisor

Terry Reinhart is a financial advisor based in Bowie, Maryland, working with Grove Point Advisors, LLC. Terry has previously held positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, Terry M Reinhart Cpa Pc, H. Beck, Inc, Calhoun & Ward, LLC, and Reinhart & Associates, Pc. Terry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Terry is part of Grove Point Advisors, LLC, which operates out of Bowie, 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 65, CERTIFIED FINANCIAL PLANNER™

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

10274 Lake Arbor Way #206
Bowie, MD 20721

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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

Terry Reinhart Work History

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

1971 - Present (53 years)

Terry M Reinhart Cpa Pc

2011 - 2021 (10 years)

H. Beck, Inc

2010 - 2023 (13 years)

Calhoun & Ward, LLC

1996 - 2023 (27 years)

Reinhart & Associates, Pc

Disclosures

Please visit the SEC profile of Terry Reinhart 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

Joseph Garner
Delmar, DE
Nick Twentyfive
Victor, NY
Tyler Baker
Dover, PA
Kyle Braender
Trenton, NJ
Steven Morgan
Rockville, MD
Robert Baker
Rockville, MD
Jeremy King
Rockville, MD
Thomas Mclaughlin
Radnor, 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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