|
⚲
|
| Keyboard |
| de Groote Financial Group LLC
✚
|
|
|---|---|
| CRD # | 168178 |
| SEC # | 801-78358 |
| CIK # | 0001766292 |
| AUM | 1,215.9 M (2026-05-27) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 805-230-0111 |
| Address | 3013 Willow Lane Thousand Oaks, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 152.8 |
| (b) Individuals (high net worth individuals) | 147 | 731.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 17.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 313.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,346 | 1,215.9 |
| By Discretionary | ||
| Discretionary | 2,346 | 1,215.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,346 | 1,215.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,215.9 | |
| Total | 2,346 | 1,215.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001766292] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chemistry Wealth Management LLC
✚
|
NY | 1,264.3 M |
|
Professional Advisory Services Inc
✚
|
FL | 1,258.7 M |
|
James J Burns & Company LLC
✚
|
NY | 1,253.3 M |
|
Legacy Edge Advisors LLC
✚
|
NY | 1,228.8 M |
|
Cabot Wealth Management
✚
|
MA | 1,217.6 M |
|
SOA Wealth Advisors LLC
✚
|
NY | 1,216.9 M |
|
Columbia Asset Management LLC
✚
|
MI | 1,200.0 M |
|
Tobias Financial Advisors Inc
✚
|
FL | 1,191.1 M |
|
Verus Financial Partners Inc
✚
|
VA | 1,181.9 M |
|
Cheviot Value Management LLC
✚
|
CA | 1,170.4 M |