DE GROOTE FINANCIAL GROUP, LLC
CRD #168178 SEC #801-78358 THOUSAND OAKS, CA (805) 230-0111
SEC Registered
Total AUM
$750.6M
Discretionary
$750.6M
Employees
8
Clients
1
Accounts
2,093
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $750.6M | $750.6M | $0 | 8 | 1 |
| Aug 2025 | $750.6M | $750.6M | $0 | 8 | 1 |
| Jun 2025 | $750.6M | $750.6M | $0 | 8 | 1 |
| Mar 2025 | $750.6M | $750.6M | $0 | 8 | 1 |
| Feb 2024 | $648.1M | $648.1M | $0 | 7 | 1 |
| Oct 2023 | $582.7M | $582.7M | $0 | 7 | 1 |
| Jun 2023 | $582.7M | $582.7M | $0 | 7 | 1 |
| Feb 2023 | $582.7M | $582.7M | $0 | 7 | 1 |
| Aug 2022 | $562.7M | $562.7M | $0 | 7 | 1 |
| Mar 2022 | $562.7M | $562.7M | $0 | 7 | 1 |
| Jan 2022 | $420.6M | $420.6M | $0 | 7 | 0 |
| Sep 2021 | $420.6M | $420.6M | $0 | 7 | 0 |
| Aug 2021 | $420.6M | $420.6M | $0 | 7 | 0 |
| Mar 2021 | $420.6M | $420.6M | $0 | 7 | 0 |
| Mar 2021 | $420.6M | $420.6M | $0 | 7 | 0 |
| Oct 2020 | $319M | $319M | $0 | 7 | 0 |
| May 2020 | $319M | $319M | $0 | 7 | 0 |
| Mar 2020 | $319M | $319M | $0 | 7 | 0 |
| Oct 2019 | $239M | $239M | $0 | 5 | 0 |
| Sep 2019 | $239M | $239M | $0 | 5 | 0 |
| Sep 2019 | $239M | $239M | $0 | 5 | 0 |
| Aug 2019 | $239M | $239M | $0 | 5 | 0 |
| Jul 2019 | $239M | $239M | $0 | 5 | 0 |
| Mar 2019 | $239M | $239M | $0 | 5 | 0 |
| Sep 2018 | $226M | $206M | $20M | 5 | 0 |
| Mar 2018 | $226M | $206M | $20M | 5 | 0 |
| Jul 2017 | $220M | $200M | $20M | 4 | 160 |
| Mar 2017 | $220M | $200M | $20M | 4 | 160 |
| Oct 2016 | $232.4M | $206.3M | $26M | 5 | 200 |
| Mar 2016 | $232.4M | $206.3M | $26M | 5 | 200 |
| Nov 2015 | $255M | $215M | $40M | 4 | 165 |
| Mar 2015 | $255M | $215M | $40M | 4 | 165 |
| Mar 2014 | $183M | $183M | $0 | 4 | 160 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees8
Clients1
DateAug 2025
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees8
Clients1
DateJun 2025
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees8
Clients1
DateMar 2025
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees8
Clients1
DateFeb 2024
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees7
Clients1
DateOct 2023
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees7
Clients1
DateJun 2023
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees7
Clients1
DateFeb 2023
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees7
Clients1
DateAug 2022
Total AUM$562.7M
Discretionary$562.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$562.7M
Discretionary$562.7M
Non-Disc.$0
Employees7
Clients1
DateJan 2022
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$226M
Discretionary$206M
Non-Disc.$20M
Employees5
Clients0
DateMar 2018
Total AUM$226M
Discretionary$206M
Non-Disc.$20M
Employees5
Clients0
DateJul 2017
Total AUM$220M
Discretionary$200M
Non-Disc.$20M
Employees4
Clients160
DateMar 2017
Total AUM$220M
Discretionary$200M
Non-Disc.$20M
Employees4
Clients160
DateOct 2016
Total AUM$232.4M
Discretionary$206.3M
Non-Disc.$26M
Employees5
Clients200
DateMar 2016
Total AUM$232.4M
Discretionary$206.3M
Non-Disc.$26M
Employees5
Clients200
DateNov 2015
Total AUM$255M
Discretionary$215M
Non-Disc.$40M
Employees4
Clients165
DateMar 2015
Total AUM$255M
Discretionary$215M
Non-Disc.$40M
Employees4
Clients165
DateMar 2014
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees4
Clients160
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0