DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
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Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, THOUSAND OAKS
7 advisers found
IBN ASSET MANAGEMENT, LLC
Thousand Oaks, CA
AUM
$508.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
805-277-4738
HOFER & ASSOCIATES WEALTH MANAGEMENT
Thousand Oaks, CA
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-557-8054
DRH INVESTMENTS, INC.
Thousand Oaks, CA
AUM
$191.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 826-1740
LONGEVITY CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-917-6771
TEAM ELEVATED ASSET MANAGEMENT
Thousand Oaks, CA
AUM
$33.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-378-0072
GOLD COAST SECURITIES, INC.
Thousand Oaks, CA
AUM
$39.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-496-3660
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