1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GRUNDEN FINANCIAL ADVISORY, INC.

Map pinDENTON, TX
Phone940-591-9007
NotebookSEC #801-58252
Total AUM
$434.7M
Employees
6
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 SOUTH CARROLL BLVD
DENTON
TX 76201
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
940-591-9007

ReceiptFinancials

Total AUM
$434.7M
Accounts
262
Discretionary
$434.7M
Accounts
262
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
157
AUM
$71.6M
HNW Individual Clients
102
AUM
$360.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$749.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account