GRUPP FINANCIAL LLC of JACKSON, WY is an SEC-registered investment adviser (CRD 168436). Regulatory assets under management: $100.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Peter Grupp | OWNER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Joseph Daniel Grupp | PRIVATE WEALTH SERVICES MANAGER | — |
| Michael John Estrada | DIRECTOR OF PRIVATE CLIENT SERVICES | — |
| GRUPP MATTHEW PETER | OWNER; PRESIDENT/CHIEF EXECUTIVE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ESTRADA MICHAEL JOHN | DIRECTOR OF PRIVATE CLIENT SERVICES; VP CLIENT SERVICES | — |
| PALMER-KAMPRATH JOHN Robert | DIRECTOR OF FAMILY WEALTH SERVICES | — |
| Grupp Christian Matthew | CHIEF OPERATIONS OFFICER | — |
| Guthrie Patrick Gordon | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 307-200-6579 |
| — | — | 2 | 307-200-6579 |
| JACKSON | WY | 1 | (307) 200-6579 |
| — | — | 1 | (307) 200-6579 |
| POST FALLS | ID | 1 | (307) 200-6579 |
| — | — | 1 | (307) 200-6579 |
| JACKSON | WY | 1 | (307) 200-6579 |
| POST FALLS | ID | 1 | (307) 200-6579 |