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 Retirement Planning advisors in CA, THOUSAND OAKS
6 advisers found
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
EAGLESON ARNDT FINANCIAL ADVISORS
Thousand Oaks, CA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-496-8450
RETIREMENT WEALTH CENTER INC
Thousand Oaks, CA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-778-9277
FARRELL FINANCIAL, INC.
Thousand Oaks, CA
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-874-4005
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