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

Building 2DE GROOTE FINANCIAL GROUP, LLC

Map pinTHOUSAND OAKS, CA
Phone(805) 230-0111
NotebookSEC #801-78358
Total AUM
$1.2B
Employees
9
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3013 WILLOW LANE
THOUSAND OAKS
CA 91361
United States
Operating Hours
6:30AM TO 4:00PM
Monday - Friday
Phone
(805) 230-0111
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,346
Discretionary
$1.2B
Accounts
2,346
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
200
AUM
$152.8M
HNW Individual Clients
147
AUM
$731.5M
Pension/Profit Sharing Plan Clients
18
AUM
$17.8M
Corporation or Business Clients
12
AUM
$313.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMANHNVORTXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account