TrueAdvisor
TrueAdvisor
AG
CFP
AG
CFP

Anuj Dave Grover

Lake Street
24 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Lake Street
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$961.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

128 N. May Street, Floor 2, Chicago, IL, 60607

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History

Regulatory History (1)
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Customer Dispute
March 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anuj has ownership stakes in several investment-related holding companies and LLCs focused on real estate and family estate planning. He also serves as a co-trustee and has power of attorney for his father, dedicating minimal time to these responsibilities.

Employment History
Current Registrations
Lake Street
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Lake Street
August 2021 - August 2021 · 0 mos
Wells Fargo Clearing Services, LLC
December 2013 - August 2021 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - August 2021 · 7 yrs 9 mos
Incapital Insurance Services, LLCBroker
October 2011 - September 2013 · 1 yr 11 mos
Incapital LLCBroker
September 2010 - September 2013 · 3 yrs
Tnp Securities, LLCBroker
November 2009 - August 2010 · 9 mos
Cohen & Steers Securities, LLCBroker
May 2006 - June 2009 · 3 yrs 1 mo
Van Kampen Funds INC.Broker
February 2001 - April 2006 · 5 yrs 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.