Overview
Assets Under Management: $365 million
Headquarters: DENTON, TX
High-Net-Worth Clients: 102
Average Client Assets: $4 million
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