Grupp Financial LLC

Grupp Financial LLC (CRD# 168436) is a financial advisory firm headquartered in Jackson, WY. They manage $81,676,802 in 29 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1705 High School Road, Unit #140, Jackson, WY 83001
http://www.gruppfinancial.com/
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $2,816,441
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
The map below shows states where this firm has explicit registration only.

ID, NV, WY

Financial Advisors at Grupp Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Estrada, financial advisor Jackson WY
Michael J. Estrada
CRD#: 6246101
1705 High School Road, Unit #140, Jackson, WY 83001

Michael Estrada (CRD# 6246101) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 11 years of experience in the finance industry.

2
Matthew Grupp, financial advisor Jackson WY
Matthew P. Grupp
CRD#: 6246097
1705 High School Road, Unit #140, Jackson, WY 83001

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.

3
Joseph Grupp, financial advisor Jackson WY
Joseph D. Grupp
CRD#: 7337758
1705 High School Road, Unit #140, Jackson, WY 83001

Joseph Grupp (CRD# 7337758) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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