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DE GROOTE FINANCIAL GROUP, LLC

Tel: (805) 230-0111
3013 Willow Lane
Thousand Oaks, California  91361

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DE GROOTE FINANCIAL GROUP, LLC

DE GROOTE FINANCIAL GROUP, LLC is a Thousand Oaks, California based financial advisory firm with nearly $648,145,238 in assets under management and provides investment advisory services for 1981 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

168178

SEC#:

801-78358

No. of Clients:

1981

Assets under Management

$648,145,238

No. of Advisors:

7

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