CRD: 168178
DE Groote Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2013
- Office Locations
- 2
Office Locations
About DE Groote Financial Group, LLC
De Groote Financial Group is an independent, privately run SEC-registered RIA and fiduciary providing comprehensive financial planning and wealth management. The firm serves high net worth individuals as well as trusts, foundations, and endowments, using an open-architecture approach to investment strategy, asset allocation, and product selection. A common client need is career and business transitions—from employee to employer—supported with coordinated planning. Schwab is a recommended custodian (clients may choose others).
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DOUGLAS CLARK DE GROOTE
Managing Member
- CRD
- #2839073
- Ownership
- 75% or more
FADI MOHAMED AHMED
Chief Compliance Officer, CHIEF OPERATING OFFICER, Chief Operations Officer, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRUCE JOHN LACEY
Vice President
- CRD
- #2853490
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,215,942,608 | $518,305 |
| Non-Discretionary | $0 | -- |
| Total | $1,215,942,608 | $518,305 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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