1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GRUPP FINANCIAL LLC

Map pinJACKSON, WY
Phone1.307.200.6579
NotebookSEC #801-122012
Total AUM
$75.3M
Employees
3
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1705 HIGH SCHOOL ROAD
UNIT #140
JACKSON
WY 83001
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
1.307.200.6579
Other Offices
4

ReceiptFinancials

Total AUM
$75.3M
Accounts
28
Discretionary
$75.3M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$138.8K
HNW Individual Clients
2
AUM
$1.7M
Charitable Organization Clients
1
AUM
$16
Corporation or Business Clients
4
AUM
$73.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account