Glover Park Wealth Announces Headquarters at City Ridge in Washington, DC
Aug 07, 2023
Washington, DC, August 7, 2023 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC.
Glover Park Wealth today announced the new address of our headquarters at City Ridge in Washington, DC.
Glover Park Wealth Management, LLC
14 Ridge Square N.W. 3rd Floor
Washington, DC 20016
"This is a very exciting time for our company as we expand into Class A office space in Washington, DC. We welcome clients and vendors to visit our headquarters at City Ridge," said Michael T. Jobe, principal and chief investment officer."
About Glover Park Wealth Management, LLC
Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance.
Contact:
Glover Park Wealth Management, LLC
14 Ridge Square N.W. 3rd Floor
Washington, DC 20016
contact@gloverparkwealth.com
202-926-3725
Washington, DC, January 2, 2024 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC. Glover Park Wealth announced today $90,990,713 in assets under management (AUM) as of December 31, 2023. This represents a year-over-year increase of 93.65% in AUM from December 31, 2022. The firm had an inflow of assets into our wealth management and 401(k) plan segments along with capital appreciation from client portfolios. The employee benefits business continued to expand in 2023 as several companies selected Glover Park Wealth and our health insurance brokerage partners to manage their employee group insurance benefits and 401(k) plans. “We are pleased with the fiscal year 2023 financial performance, the firm experienced organic growth across our largest business segments. The firm continues to execute on our mission to build, grow and protect the assets of our clients.” said Michael T. Jobe, principal & chief investment officer. About Glover Park Wealth Management, LLC. Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance. Contact: Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 contact@gloverparkwealth.com 202-926-3725
Washington, DC, November 14, 2023 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC. Glover Park Wealth announced that they have been selected as an Advisor Elite Gold Status firm at ADP Retirement. As a gold status firm, ADP is providing Glover Park Wealth with a dedicated service team to manage and support the firms growing 401(k) practice. “This is an important achievement for Glover Park Wealth, our firm is now in the top 4% of 401(k) plan advisors on the ADP retirement platform,” said Michael T. Jobe, principal and chief investment officer. "This accomplishment makes our firm more efficient going forward as we continue to grow our 401(k) retirement plan business." Glover Park Wealth is an established 401(k) plan advisor which partners with several 401(k) recordkeepers to meet the retirement plan goals of our plan sponsor clients. About Glover Park Wealth Management, LLC. Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance. Contact: Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 contact@gloverparkwealth.com 202-926-3725