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GRUPP FINANCIAL LLC
CRD 168436 · SEC 801-135382
1705 HIGH SCHOOL ROAD, UNIT #140, JACKSON, WY, 83001, United States
Phone
1.307.200.6579
Fax
1.307.200.6579
Registration
— (—)
Source
State registered
Total AUM
$100.1M
Discretionary AUM
$100.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $191K |
| High net worth individuals | 3 | $2.0M |
| Charitable organizations | 1 | $26 |
| Corporations/business entities | 4 | $97.9M |
All web addresses on file
Official SEC filing: View on IAPD