Jeta Grove, LLC is a pension cosultant based in Boston. It manages $2.58 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Massachusetts.
Jeta Grove provides portfolio management for individuals and small businesses and pension consulting services. 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 Jeta Grove, LLC is $2.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% 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 Jeta Grove, LLC 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.
Richard Ros Davis has served as the Chief Investment Officer since 1 Sep 2005. Gina Kulig Bradley joined the executive team most recently as the General Counsel.
The principal office where Jeta Grove, LLC performs its advisory services is located at Two Atlantic Avenue, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-896-2179 or by fax 617-723-6338. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.