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Matthew Peter Grupp

GRUPP FINANCIAL LLC·JACKSON, Wyoming
Series 65Clean record12 years registeredGRUPP FINANCIAL LLC
1705 HIGH SCHOOL ROAD, JACKSON, WY 83001CRD# 6246097Firm CRD# 168436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Peter Grupp · JACKSON, WY
Registration
CRD #6246097 · GRUPP FINANCIAL LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

GRUPP FINANCIAL LLC
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 13, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRUPP FINANCIAL LLC
CRD 168436 · SEC 801-122012
AUM
$82M
Regulatory assets under management
Employees
3
29 client accounts
Services offered by GRUPP FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRUPP FINANCIAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Peter Grupp offer?
Matthew Peter Grupp specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.
What are Matthew Peter Grupp's credentials?
Matthew Peter Grupp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Peter Grupp located?
Matthew Peter Grupp is based in JACKSON, Wyoming, working with GRUPP FINANCIAL LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Matthew Peter Grupp charge for services?
Matthew Peter Grupp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRUPP FINANCIAL LLC?
GRUPP FINANCIAL LLC has approximately 3 employees and manages $82M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRUPP FINANCIAL LLC

John Robert Palmer-Kamprath
JACKSON, WY
CFP
Michael John Estrada
JACKSON, WY

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