Overview
Assets Under Management: $365 million
Headquarters: DENTON, TX
High-Net-Worth Clients: 102
Average Client Assets: $4 million
Frequently Asked Questions
GRUNDEN FINANCIAL ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111595), GRUNDEN FINANCIAL ADVISORY, INC. is subject to fiduciary duty under federal law.
GRUNDEN FINANCIAL ADVISORY, INC. is headquartered in DENTON, TX.
GRUNDEN FINANCIAL ADVISORY, INC. serves 102 high-net-worth clients according to their SEC filing dated June 03, 2024. View client details ↓
According to their SEC Form ADV, GRUNDEN FINANCIAL ADVISORY, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GRUNDEN FINANCIAL ADVISORY, INC. manages $365 million in client assets according to their SEC filing dated June 03, 2024.
According to their SEC Form ADV, GRUNDEN FINANCIAL ADVISORY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 833
Discretionary Accounts: 833
Regulatory Filings
CRD Number: 111595
Last Filing Date: 2024-06-03 00:00:00
Website: https://grunden.com