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Home > Retirement Planners > texas > denton > GRUNDEN FINANCIAL ADVISORY, INC.
GRUNDEN FINANCIAL ADVISORY, INC.
515 South Carroll Blvd
Denton, Texas 76201
Tel: 940-591-9007
About GRUNDEN FINANCIAL ADVISORY, INC.
GRUNDEN FINANCIAL ADVISORY, INC, formally registered with the SEC as GRUNDEN FINANCIAL ADVISORY, INC. The firm was established in 12/29/2000. They have over 1 offices throughout the country.
GRUNDEN FINANCIAL ADVISORY, INC. is a Denton, Texas based Financial Planning firm with nearly $364,915,321 assets under management, offering retirement planning & investment advisory services to 833 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111595 |
| SEC# | 801-58252 |
| Assets Managed by Firm | $364,915,321 |
| No. of Clients | 833 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 833 | $364,915,321 |
| Individuals (other than high net worth individuals) | 138 | $56,782,212 |
| High net worth individuals | 96 | $306,391,729 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,213,681 |
| Charitable organizations | Fewer than 5 clients | $527,699 |
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