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THE GROVE, Realty and Services, Corp. is a Registered Investment Adviser (CRD # 322350), Licensed Real Estate Broker (DBPR # CQ1064213) and Licensed Insurance Agency (DFS # L118746) in the state of Florida, United States of America.
Licensing and Registration does not imply a certain level of skill or training.
Additional Information about THE GROVE, including its services, fees, and potential conflicts of interest, is available in the Firm's Form ADV. You may also obtain information about the firm through the Investment Adviser Public Disclosure (IAPD) website:
https://www.adviserinfo.sec.gov
THE GROVE provides services across multiple areas, including:
Investment Advisory
Real Estate Brokrage
Insurance and Risk Planning
Each service is provided under its respective regulatory framework and may be offered independently or in coordination.
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INVESTMENT ADVISORY LIMITATIONS
Investment advisory services are limited to providing analysis, guidance, and strategic recommendations.
THE GROVE does not:
Take cutod of client funds
Execute securities transactions
Act as a broker-dealer
Exercise discretionary authority over client accounts
All investment decisions are made by the client or the relevant investment entity.
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REAL ESTATE AND INSURANCE ACTIVITIES
THE GROVE is licensed to provide real estate brokerage services in the State of Florida and may participate in real estate transactions as a broker.
THE GROVE is also licensed to offer insurance products and may receive compensation in connection with the placement of such products.
These activities are separate from investment advisory services and are conducted under applicable licensing requirements.
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NO OFFER OR SOLICITATION
The information contained on this website is provided for informational purposes only.
Nothing on this website should be construed as:
An offer to sell securities
A solicitation to buy securities
A recommendation to engage in any specific transaction
Any investment decision should be made based on independent evaluation and, where appropriate, professional advice.
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INVESTMEN RISKS
Investing in Securities and Real Estate involves risk, including the potential loss of principal.
Past performance is not indicative of future results.
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THIRD-PARTY INFORMATION
This website may include information obtained from third-party sources.
While believed to be reliable, THE GROVE does not guarantee its accuracy or completeness.
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NOT LEGAL OR TAX ADVICE
THE GROVE does not provide legal or tax advice.
Clients are encouraged to consult with their own legal and tax professionals regarding their specific situation.
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GEOGRAPHIC LIMITATIONS
Services are provided in accordance with applicable laws and regulations.
Not all services may be available in all jurisdictions, particularly for international clients.
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CONFLICT OF INTEREST
Due to the Firm's involvement across multiple disciplines, potential conflict of interest may arise.
These are disclosed in detail in the Firm's Form ADV and are addressed through internal policies and transparency with clients.
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USE OF THIS WEBSITE
The content of this website is intended for general informational purposes only.
It should not be relied upon as the sole basis for making financial decisions.
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