$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2011
- Office Locations
- 1
Office Locations
-- Long Beach CA
About Ross Financial Group
Ross Financial Group is a Long Beach, CA registered investment adviser providing wealth management and financial planning, including portfolio construction, tax and estate planning, and insurance guidance. The firm emphasizes ETF-based asset allocation and risk management through its in-house “Tides Portfolio,” which it reports has delivered a 14.28% average CAGR (2012–2021) with no realized losses in bear cycles.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$186.3K AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Services
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Technology
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Owner & Executives
D
DAVID LLOYD ROSS
Certified Financial Planner, Owner
- CRD
- #4511461
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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