The Financial Group

The Financial Group (CRD# 169966) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $25,469,293 in 158 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
21700 Copley Drive, Suite 160, Diamond Bar, CA 91765
http://www.thefinancialgrouponline.com/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $161,198
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert Brooks, financial advisor Diamond Bar CA
Robert A. Brooks
CRD#: 1459077
21700 Copley Drive, Suite 160, Diamond Bar, CA 91765

Robert Brooks (CRD# 1459077) is an Investment Advisor Representative working at The Financial Group in Diamond Bar, CA and has over 28 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals