Constance
Grover
Durbin Bennett Private Wealth Management, LLC
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About this Advisor
Constance Grover is a financial advisor operating out of Austin, Texas with a total of 4 years of industry experience. Grover is an employee of Durbin Bennett Private Wealth Management, LLC. During their career, Grover has held roles at Charles Schwab & Co., Inc, The Hospital At Westlake Medical Center, Nfp Advisor Services and Durbin Bennett Private Wealth Management, LLC. Grover has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Durbin Bennett Private Wealth Management, LLC is a registered investment firm that has its headquarters in Austin, TX. It oversees $1 billion in assets under management between its 1,477 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises three charitable organizations. Of its 1,477 customer accounts, 75% are held by high-net-worth clients who have at least $1 million in investable assets. Durbin Bennett Private Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is provided. However, fees charged by Durbin Bennett Private Wealth Management, LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Durbin Bennett Private Wealth Management, LLC Brokerage Details
$1,429,423,495
20
1,477
$967,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Constance Grover Work History
Constance has been registered as a financial advisor for 4 years.*
Durbin Bennett Private Wealth Management, LLC
Nfp Advisor Services
Charles Schwab & Co., Inc
The Hospital At Westlake Medical Center
*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 Constance Grover 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 Durbin Bennett Private Wealth Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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