Grupp Financial LLC

Grupp Financial LLC (CRD# 168436) is a financial advisory firm headquartered in Coeur d'Alene, ID. They manage $11,000,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Grupp Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Estrada
CRD#: 6246101
2100 Northwest Blvd., Ste.310, Coeur d'Alene, ID 83814
90
Wealthminder
score

Michael Estrada (CRD# 6246101) is an Investment Advisor Representative working at Grupp Financial LLC in Coeur d'Alene, ID and has over 4 years of experience in the finance industry.

2
Matthew P. Grupp
CRD#: 6246097
2100 Northwest Blvd., Ste.310, Coeur d'Alene, ID 83814
90
Wealthminder
score

Matthew Grupp (CRD# 6246097) is an Investment Advisor Representative working at Grupp Financial LLC in Coeur d'Alene, ID and has over 4 years of experience in the finance industry.

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