DE Groote Financial Group

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Last updated: February 18th, 2020. Data source: SEC filings.


DE Groote Financial Group, federally registered in 2013, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 2 advisors. DE Groote Financial Group manages $239.0 million and provides investment advisory services for 309 clients (1:155 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 14
Percentage of Advisors Trusted 50%
Minimum Investment $0
Average Client Balance $773,462
Total AUM $239.0 million
Advisor / Client Ratio 1:155
Headquarters Westlake Village, CA
SEC Filings View SEC IAPD CRD #168178
State(s) Registered AZ, CA, CO, FL, LA, MA, NV, OR, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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