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).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $119,214
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA

Financial Advisors at The Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Brooks
CRD#: 1459077
21700 Copley Drive - Suite 160, Diamond Bar, CA 91765
93
Wealthminder
score

Robert Brooks (CRD# 1459077) is an Investment Advisor Representative working at The Financial Group in Diamond Bar, CA and has over 22 years of experience in the finance industry.

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