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Home > Retirement Planners > california > thousand oaks > DE GROOTE FINANCIAL GROUP, LLC
DE GROOTE FINANCIAL GROUP, LLC
3013 Willow Lane
Thousand Oaks, California 91361
Tel: (805) 230-0111
About DE GROOTE FINANCIAL GROUP, LLC
DE GROOTE FINANCIAL GROUP, LLC, formally registered with the SEC as DE GROOTE FINANCIAL GROUP, LLC. The firm was established in 07/25/2013. They have over 2 offices throughout the country.
DE GROOTE FINANCIAL GROUP, LLC is a Thousand Oaks, California based Financial Planning firm with nearly $648,145,238 assets under management, offering retirement planning & investment advisory services to 1981 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168178 |
| SEC# | 801-78358 |
| Assets Managed by Firm | $648,145,238 |
| No. of Clients | 1981 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1981 | $648,145,238 |
| Individuals (other than high net worth individuals) | 189 | $84,943,909 |
| High net worth individuals | 153 | $484,730,950 |
| Pension and profit sharing plans | 19 | $15,868,058 |
| Corporations or other businesses | 19 | $62,602,321 |
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