GROVE FINANCIAL SERVICES GMBH
Adviser information for GROVE FINANCIAL SERVICES GMBH last updated from Form ADV on August 4th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Other (specify) |
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Fiscal Year End | DECEMBER |
Legal Location | Switzerland |
Employees
Total Number of Employees | 0 |
---|---|
Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $0 |
HNW Individuals | <5 | $0 |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $0 |
Charitable organizations | <5 | $0 |
State or municipal gov entities | <5 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $0 |
Other | <5 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPublication of periodicals or newslettersEducational seminars/workshopsRESEARCH |
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Compensation | FEES FOR INVESTMENT CONSULTING AND EDUCATION |
Identifiers
SEC RIA File Number | 801-71388 |
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SEC ERA File Number | 801-71388 |
SEC CIK Numbers | None |
SEC CRD Numbers | 153405 |
Legal Entity Identifier | None |
Principal Office
SEESTRASSE 662MEILEN
Switzerland
Monday - Friday, 9-12 CET
Tel: +41 (0)43 844 0790, Fax: NONE
Websites
Chief Compliance Officer
SHEILA OHLUND
MANAGING DIRECTOR
SEESTRASSE 662
MEILEN
Switzerland
Tel:
+41-(0)43-844-0790
S************@********M
(Full email address available in API data)
Regulatory Contact
SHEILA OHLUND
MANAGING DIRECTOR
SEESTRASSE 662
MEILEN
Switzerland
Tel:
41 (0) 43 844 0790
Fax:
NONE
S***********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OHLUND, SHEILA | Individual | – | CHIEF COMPLIANCE OFFICER/EXECUTIVE OFFICER | 12/2009 | > 75% |