Matthew
Grupp
Grupp Financial LLC
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About this Advisor
Matthew Grupp is a financial advisor who works in Jackson, Wyoming, who has 10 years of industry experience. Grupp is currently employed by Grupp Financial LLC. Grupp has gained experience at The Grupp Law Firm, Grupp Financial LLC and Grupp Fiduciary Services LLC. Grupp maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Idaho and Wyoming. Grupp Financial LLC is a registered investment firm operating out of Jackson, WY. It has offices in three locations and just four advisors. It has $93 million in assets under management across its 37 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 37 accounts, 30% are associated with high-net-worth investors who have greater than $1 million in assets. Grupp Financial LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Grupp Financial LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grupp Financial LLC Brokerage Details
$92,953,183
4
37
$2,512,248
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Grupp Work History
Matthew has been registered as a financial advisor for 10 years.*
Grupp Fiduciary Services LLC
Grupp Financial LLC
The Grupp Law Firm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Grupp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grupp Financial LLC
Jackson, WY
Jackson, WY
Coeur D'Alene, ID
Jackson, WY
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