Nick
Twentyfive

Grove Point Advisors, LLC

CRD#7193084
Investment Advisor
in Victor, NY

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About this Advisor

Nick Twentyfive is a financial advisor based in Victor, New York, working with Grove Point Advisors, LLC. Nick has previously held positions at Golds Gym, 4 Performance, Five Step Fitness, N25 Fitness, Fingerlakes Financial, Grove Point Investments, LLC, and Grove Point Advisors. Nick has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Nick is part of Grove Point Advisors, LLC, which operates out of Victor, New York. 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 66

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

29 Lasalle Street
Victor, NY 14564

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$2,359,870,084

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

420

NY Average: 45
Total Number of Accounts

9,920

NY Average: 765
Average Account Size

$237,890

NY 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

Nick Twentyfive Work History

2021 - Present (3 years)

Grove Point Advisors

2019 - Present (5 years)

N25 Fitness

2019 - Present (5 years)

Fingerlakes Financial

2019 - Present (5 years)

Grove Point Investments, LLC

2019 - 2019 (< 1 year)

4 Performance

2019 - 2019 (< 1 year)

Five Step Fitness

2014 - 2019 (5 years)

Golds Gym

Disclosures

Please visit the SEC profile of Nick Twentyfive 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

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

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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