Karen
Osborn

Grove Point Advisors, LLC

CRD#6743336
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Karen Osborn is a financial advisor based in Pittsburgh, Pennsylvania, working with Grove Point Advisors, LLC. Karen has previously held positions at Beaconsfield Financial Services Inc, Absolute Capital, Inspired Interiors, Summit Advisors LLC, Metro Referrals Associates, Karen Osborn, H. Beck, Inc, Inspired Interiors, LLC, Grove Point Advisors, LLC, and Grove Point Investments, LLC. Karen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Karen is part of Grove Point Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. 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 65, Series 63

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

651 Holiday Drive, Foster Plaza Building Suite 400
Pittsburgh, PA 15220

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$2,359,870,084

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

420

PA Average: 45
Total Number of Accounts

9,920

PA Average: 765
Average Account Size

$237,890

PA 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

Karen Osborn Work History

2021 - Present (4 years)

Grove Point Advisors, LLC

2021 - Present (4 years)

Grove Point Investments, LLC

2018 - Present (7 years)

Metro Referrals Associates

2016 - Present (9 years)

Karen Osborn

2004 - Present (21 years)

Inspired Interiors

2004 - Present (21 years)

Inspired Interiors, LLC

2020 - 2021 (1 year)

H. Beck, Inc

2017 - 2020 (3 years)

Beaconsfield Financial Services Inc

2017 - 2020 (3 years)

Summit Advisors LLC

2016 - 2016 (< 1 year)

Absolute Capital

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Disclosures

Please visit the SEC profile of Karen Osborn 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

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