← Back to searchVisit website
GRP RETIREMENT PLANNING
GRP FINANCIAL SERVICES, LLC
CRD 333183 · SEC 801-131281
633 MAINE AVENUE, FARMINGDALE, ME, 04344, United States
Phone
(207) 622-4494
Fax
(207) 248-6926
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.3M
Discretionary AUM
$155.3M
Team
16 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 798 | $102.4M |
| High net worth individuals | 48 | $52.8M |
States served
VT, ME, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD