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DE GROOTE FINANCIAL GROUP, LLC
DE GROOTE FINANCIAL GROUP, LLC
THOUSAND OAKS, California
·
3 registered advisors
·
CRD# 168178
SEC# 801-78358
1
(805) 230-0111
01
Firm Overview
AUM
$648M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DE GROOTE FINANCIAL GROUP, LLC
3 registered advisors
Andrew Paul Krout
THOUSAND OAKS, California
CRD# 6067740
Douglas Clark Degroote
THOUSAND OAKS, California
CRD# 2839073
Fadi Mohamed Ahmed
THOUSAND OAKS, California
CRD# 4780331
05
Office Locations
THOUSAND OAKS, California
3 advisors
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Data sourced from SEC Form ADV filings. DE GROOTE FINANCIAL GROUP, LLC (CRD# 168178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.