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Ian M Grove

Bull Harbor Capital LLC

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About Ian M Grove

Ian Grove is an investment advisor representative at Bull Harbor Capital LLC. Ian is also a registered investment advisor in Maryland and Ohio. Before joining Bull Harbor Capital LLC, Ian worked at Hazard & Siegel, Inc. in DeWitt, NY. Ian is a Series 65 and Series 63 licensed professional. Ian has over 10 years of experience in the financial services industry. Ian provides investment advice to individuals and businesses. The firm's main office is located in Bethesda, MD.

Firm Information

Ian Grove is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ian Grove’s Registration & Firm History

MD

09/03/2024 - Present

Bull Harbor Capital LLC (BETHESDA MD)

NY

05/13/2022 - 02/16/2024

HAZARD & SIEGEL, INC. (DEWITT NY)

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Licenses & Designations

BC

Issued 01/04/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian M Grove.
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