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Fadi Mohamed Ahmed

DE GROOTE FINANCIAL GROUP, LLC·THOUSAND OAKS, California
Unclaimed Profile
3013 WILLOW LANE, THOUSAND OAKS, CA 91361CRD# 4780331Firm CRD# 168178
01

About

Fadi Mohamed Ahmed is a registered financial advisor based in THOUSAND OAKS, California, affiliated with DE GROOTE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DE GROOTE FINANCIAL GROUP, LLC
DE GROOTE FINANCIAL GROUP, LLC
AUM
$648M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DE GROOTE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4780331
Firm CRD# 168178
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Fadi Mohamed Ahmed offer?
Fadi Mohamed Ahmed specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Fadi Mohamed Ahmed's credentials?
Fadi Mohamed Ahmed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fadi Mohamed Ahmed located?
Fadi Mohamed Ahmed is based in THOUSAND OAKS, California, working with DE GROOTE FINANCIAL GROUP, LLC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Fadi Mohamed Ahmed charge for services?
Fadi Mohamed Ahmed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DE GROOTE FINANCIAL GROUP, LLC?
DE GROOTE FINANCIAL GROUP, LLC has approximately 7 employees and manages $648M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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