Grove William Franklin is an adviser based in St. Simons Island. It manages $31.16 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001.
Grove William Franklin provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Grove William Franklin is $31.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Grove William Franklin for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Grove William Franklin performs its advisory services is located at 213 Marina Drive, St. Simons Island, GA 31522, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 912-634-6131 or by fax 912-634-6310. The normal business hours are 9:00am to 5:00pm on Monday - Friday.