De Groote Financial Group, LLC

De Groote Financial Group, LLC (CRD# 168178) is a financial advisory firm headquartered in Westlake Village, CA. They manage $220,000,000 in 1,000 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • Average Account Value
    $220,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MA, NV, OR, TX

Financial Advisors at De Groote Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas C. Degroote
CRD#: 2839073
2660 Townsgate Road, Suite 450, Westlake Village, CA 91361
96
Wealthminder
score

Douglas Degroote (CRD# 2839073) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry. Douglas Degroote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher J. Bennett
CRD#: 5743257
Henderson, NV
73
Wealthminder
score

Christopher Bennett (CRD# 5743257) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Henderson, NV and has over 8 years of experience in the finance industry.

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