Michael
Estrada
Grupp Financial LLC
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About this Advisor
Michael Estrada is a financial advisor based out of Jackson, Wyoming, who has 10 years of relevant experience. Estrada is currently employed by Grupp Financial LLC. The advisor has gained experience at Grupp Law Firm, Pllc, Grupp Financial LLC and Grupp Fiduciary Services. Estrada has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Idaho and Wyoming. Grupp Financial LLC is a registered investment business operating out of Jackson, WY. It has offices in three locations and just four employees. It handles $93 million in assets between its 37 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 37 customer accounts, 30% are held by high-net-worth investors who have more than $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the services provided. Fees 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
Michael Estrada Work History
Michael has been registered as a financial advisor for 10 years.*
Grupp Fiduciary Services
Grupp Financial LLC
Grupp Law Firm, Pllc
*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 Michael Estrada 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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