Anuj Grover is a CFP-designated registered investment advisor at Lake Street, based in Chicago, IL, with 24 years of industry experience. Anuj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 512 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Street charges up to 2% annually for managing your investments. The specific rate is based on the value of your portfolio and is agreed upon in your advisory agreement. Fees are charged monthly, in advance. Lake Street may negotiate a lower fee based on factors like the amount you invest or if you're a long-term client.
Location
128 N. May Street, Floor 2, Chicago, IL, 60607
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Regulatory History (1)
Customer Dispute
March 2016Other 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
Previous Registrations
Lake Street
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
Tnp Securities, LLCBroker
Cohen & Steers Securities, LLCBroker
Van Kampen Funds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.