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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.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||14|
|Percentage of Advisors Trusted||50%|
|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|