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GRUPP FINANCIAL LLC
GRUPP FINANCIAL LLC
JACKSON, Wyoming
·
3 registered advisors
·
CRD# 168436
SEC# 801-122012
4
1.307.200.6579
01
Firm Overview
AUM
$82M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at GRUPP FINANCIAL LLC
3 registered advisors
John Robert Palmer-Kamprath
JACKSON, Wyoming
CFP
CRD# 5521689
Matthew Peter Grupp
JACKSON, Wyoming
CRD# 6246097
Michael John Estrada
JACKSON, Wyoming
CRD# 6246101
05
Office Locations
JACKSON, Wyoming
3 advisors
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Data sourced from SEC Form ADV filings. GRUPP FINANCIAL LLC (CRD# 168436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.