The Financial Group
The Financial Group (CRD# 169966) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $27,300,000 in 229 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts229ACCOUNTS
Average Account Value$119,214
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Robert Brooks (CRD# 1459077) is an Investment Advisor Representative working at The Financial Group in Diamond Bar, CA and has over 20 years of experience in the finance industry.