Matthew Grupp, financial advisor Jackson WY

Matthew Grupp

CRD Number: 6246097
Current Firm: Grupp Financial LLC

Matthew Grupp (CRD# 6246097) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Grupp Fiduciary Services LLC Jackson, WY Jun 2016 - Current 7
Grupp Financial LLC Hauser, ID Sep 2013 - Current 10
The Grupp Law Firm Coeur De'alene, ID May 2005 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Matthew P. Grupp
Phone Number: 1.307.200.6579
Registered State(s):
  • ID
  • WY
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $2,512,248
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

ID, WY

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