Zane
Akin

Grove Point Advisors, LLC

CRD#7121614
Investment Advisor
in Dover, PA

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About this Advisor

Zane Akin is a financial advisor who works in Dover, Pennsylvania with 2 years of relevant experience. Akin works at Grove Point Advisors, LLC. Throughout their career, Akin has worked at School, Baker Financial Group, Beam Roofing, Door Dash, Delval, Vector, Home Goods, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Akin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Grove Point Advisors, LLC is an advisory business based in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It has $2 billion in assets under management across its 8,355 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services are provided. However, fees charged by Grove Point Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5301 Carlisle Road
Dover, PA 17315

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

PA Average: 45
Total Number of Accounts

8,355

PA Average: 765
Average Account Size

$230,614

PA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Zane Akin Work History

Zane has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

2019 - Present (5 years)

Baker Financial Group

2020 - 2020 (< 1 year)

Door Dash

2019 - 2021 (2 years)

H. Beck, Inc

2018 - 2018 (< 1 year)

Beam Roofing

2016 - 2018 (2 years)

Delval

2016 - 2016 (< 1 year)

Vector

2014 - 2020 (6 years)

Home Goods

2010 - 2014 (4 years)

School

*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 Zane Akin 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

Nick Twentyfive
Victor, NY
Kimberly Douglas
Rockville, MD
Michael Dearing
Rockville, MD
Carl Morreale
Wheaton, IL
Daniel Wheeler
Lutherville Timonium, MD
Stephanie Bell
Rockville, MD
Louis Nemeth
Bethlehem, PA
Kyle Braender
Trenton, NJ

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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