DE GROOTE FINANCIAL GROUP, LLC - Financial Advisor in California, Thousand Oaks

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

About 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

Firm CRD#:

168178

Firm SEC#:

801-78358

Assets Under Management:

$648,145,238

No. of Clients:

1981

No. of Advisors:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HILLCREST FINANCIAL GROUP

317862

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1050

$470,750,000

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169013

801-108548

608

$248,238,257

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164945

801-114702

323

$179,526,037

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282005

801-125790

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$174,810,075

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801-127509

190

$168,412,260

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172653

801-112625

184

$150,534,821

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IBN ASSET MANAGEMENT, LLC

290114

801-118749

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