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)
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
Compensation FEES FOR INVESTMENT CONSULTING AND EDUCATION

Identifiers

SEC RIA File Number 801-71388
SEC ERA File Number 801-71388
SEC CIK Numbers None
SEC CRD Numbers 153405
Legal Entity Identifier None

Principal Office

SEESTRASSE 662
MEILEN
Switzerland
Monday - Friday, 9-12 CET
Tel: +41 (0)43 844 0790, Fax: NONE

Chief Compliance Officer

SHEILA OHLUND
MANAGING DIRECTOR
SEESTRASSE 662
MEILEN
Switzerland
Tel: +41-(0)43-844-0790
(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
(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%

No. Employees, Historic

000202320240 on 8/4/2023