De Groote Financial Group, LLC

De Groote Financial Group, LLC (CRD# 168178) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $648,145,238 in 1,981 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3013 Willow Lane, Thousand Oaks, CA 91361
https://www.linkedin.com/company/7583618/admin/updates/
By the Numbers
  • Total Assets Under Management
    648
    MILLION
  • Total Number of Accounts
    1,981
    ACCOUNTS
  • Average Account Value
    $327,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, LA, MA, NH, NV, OR, TX

Financial Advisors at De Groote Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Degroote, financial advisor Thousand Oaks CA
Douglas C. Degroote
CRD#: 2839073
3013 Willow Lane, Thousand Oaks, CA 91361

Douglas Degroote (CRD# 2839073) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry.

2
Andrew Fairbanks, financial advisor Thousand Oaks CA
Andrew Fairbanks
CRD#: 7783995
3013 Willow Lane, Thousand Oaks, CA 91361

Andrew Fairbanks (CRD# 7783995) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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