GRUNDEN FINANCIAL ADVISORY, INC.
CRD #111595 SEC #801-58252 DENTON, TX 940-591-9007
SEC Registered
Total AUM
$434.7M
Discretionary
$434.7M
Employees
6
Clients
26
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $434.7M | $434.7M | $0 | 6 | 0 |
| Jun 2024 | $364.9M | $364.9M | $0 | 6 | 0 |
| Mar 2024 | $364.9M | $364.9M | $0 | 6 | 0 |
| Oct 2023 | $348.8M | $348.8M | $0 | 5 | 0 |
| Mar 2023 | $348.8M | $348.8M | $0 | 5 | 0 |
| Jul 2022 | $317.6M | $317.6M | $0 | 4 | 0 |
| Jun 2022 | $317.6M | $317.6M | $0 | 4 | 0 |
| Mar 2022 | $317.6M | $317.6M | $0 | 4 | 0 |
| Mar 2021 | $286.8M | $286.8M | $0 | 5 | 0 |
| Jun 2020 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2020 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2019 | $199.2M | $199.2M | $0 | 5 | 0 |
| May 2018 | $197.9M | $197.9M | $0 | 5 | 0 |
| Mar 2018 | $183.5M | $183.5M | $0 | 5 | 0 |
| Jan 2018 | $181.4M | $181.4M | $0 | 5 | 0 |
| Dec 2017 | $169.9M | $169.9M | $0 | 5 | 0 |
| Mar 2017 | $154.4M | $154.4M | $0 | 4 | 150 |
| Sep 2016 | $143.9M | $143.9M | $0 | 4 | 140 |
| Jun 2016 | $133.9M | $133.9M | $0 | 4 | 140 |
| Apr 2016 | $133.9M | $133.9M | $0 | 4 | 140 |
| Mar 2016 | $133.9M | $133.9M | $0 | 4 | 140 |
| Apr 2015 | $135.9M | $135.9M | $0 | 4 | 130 |
| Feb 2015 | $130M | $130M | $0 | 4 | 130 |
| Sep 2014 | $127M | $127M | $0 | 4 | 120 |
| Jun 2014 | $127M | $127M | $0 | 4 | 120 |
| Mar 2014 | $127M | $127M | $0 | 4 | 120 |
| Feb 2013 | $103.8M | $103.8M | $0 | 3 | 112 |
| Feb 2013 | $103.8M | $103.8M | $0 | 3 | 112 |
| Mar 2012 | $94.2M | $94.2M | $0 | 1 | 111 |
| Feb 2012 | $91.6M | $91.6M | $0 | 1 | 110 |
| Apr 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Apr 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Mar 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Mar 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| May 2010 | $75.8M | $75.8M | $0 | 5 | -- |
| Feb 2009 | $66M | $60.5M | $5.5M | 5 | -- |
| Mar 2008 | $85.2M | $74.4M | $10.8M | 5 | -- |
| Mar 2007 | $75M | $64M | $10.9M | 5 | -- |
| Mar 2006 | $59.2M | $49.5M | $9.6M | 5 | -- |
| Mar 2002 | $36.1M | $36.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$434.7M
Discretionary$434.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees4
Clients150
DateSep 2016
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees4
Clients140
DateJun 2016
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients140
DateApr 2016
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients140
DateMar 2016
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients140
DateApr 2015
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees4
Clients130
DateFeb 2015
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients130
DateSep 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients120
DateJun 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients120
DateMar 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients120
DateFeb 2013
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees3
Clients112
DateFeb 2013
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees3
Clients112
DateMar 2012
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees1
Clients111
DateFeb 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients110
DateApr 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$66M
Discretionary$60.5M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2008
Total AUM$85.2M
Discretionary$74.4M
Non-Disc.$10.8M
Employees5
Clients--
DateMar 2007
Total AUM$75M
Discretionary$64M
Non-Disc.$10.9M
Employees5
Clients--
DateMar 2006
Total AUM$59.2M
Discretionary$49.5M
Non-Disc.$9.6M
Employees5
Clients--
DateMar 2002
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--