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| Happy Holidays!! thanks for using AUM13F!! |
| de Groote Financial Group LLC
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|---|---|
| CRD # | 168178 |
| SEC # | 801-78358 |
| CIK # | 0001766292 |
| AUM | $750.6 M (2025-06-23) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 805-230-0111 |
| Address | 3013 Willow Lane Thousand Oaks, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 30.7 |
| (b) Individuals (high net worth individuals) | 184 | 628.0 |
| (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 | 16.7 |
| (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 | 7 | 75.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,093 | 750.6 |
| By Discretionary | ||
| Discretionary | 2,093 | 750.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,093 | 750.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 747.8 | |
| Total | 2,093 | 750.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001766292] |
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0.7 | |
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