Ricky
Grunden

Grunden Financial Advisory, Inc

CRD#1028049
Investment Advisor
in Denton, TX

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About this Advisor

Ricky Grunden is a financial advisor based in Denton, Texas, working with Grunden Financial Advisory, Inc. Ricky has previously held a position at Grunden Financial Advisory. Ricky has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Ricky is part of Grunden Financial Advisory, Inc, which operates out of Denton, Texas. The firm has 6 employees and manages assets totaling $364.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Grunden Financial Advisory, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

515 South Carroll Blvd
Denton, TX 76201

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Grunden Financial Advisory, Inc Brokerage Details

Total Assets Under Management

$364,915,321

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

833

TX Average: 2,315
Average Account Size

$438,074

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ricky Grunden Work History

2002 - Present (22 years)

Grunden Financial Advisory

Disclosures

Please visit the SEC profile of Ricky Grunden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grunden Financial Advisory, Inc

Susannah Thomas
Denton, TX
Robert Thomas
Denton, TX
David Ragan
Denton, TX
Ricky Grunden
Denton, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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