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Grunden Financial Advisory, Inc.

CRD 111595SEC# 801-58252Denton, TX
Export (members)
No longer SEC-registered. Grunden Financial Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$434.7M
Employees
6
Accounts
262
Location
Denton, TX

Grunden Financial Advisory, Inc. assets under management

Grunden Financial Advisory, Inc. is a registered investment adviser overseen by the SEC based in Denton, TX. It reports $434.7 million in regulatory assets under management and employs 6 people.

Grunden Financial Advisory, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Ashley Ragan ControlPresident And Cco25-50%2024
Ricky Lee Grunden ControlCeo50-75%2024
Susannah Marie ThomasVice President10-25%2024

Frequently asked questions

How much does Grunden Financial Advisory, Inc. manage?

Grunden Financial Advisory, Inc. reports $434.7 million in regulatory assets under management on its Form ADV.

How many employees does Grunden Financial Advisory, Inc. have?

Grunden Financial Advisory, Inc. reports 6 employees.

Where is Grunden Financial Advisory, Inc. located?

Grunden Financial Advisory, Inc. is based in Denton, TX.

Does Grunden Financial Advisory, Inc. disclose fund performance?

Grunden Financial Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 South Carroll Blvd, Denton, TX 76201
Office hours8:00-5:00
Discloses disciplinary historyNo

Assets under management

Discretionary$434.7M
Non-discretionary$0
Total (RAUM)$434.7M