Ricky Lee Grunden is a large advisory firm based in Denton. It manages $35.48 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Ricky Lee Grunden provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ricky Lee Grunden is $35.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ricky Lee Grunden for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ricky Lee Grunden performs its advisory services is located at 2516 Lillian Miller Parkway, Denton, TX 76210 The mailing address of the firm is 2516 Lillian Miller Pkwy., Denton, TX 76210. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 940-591-9007 or by fax 940-323-1166. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at rgiaonline.com.