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Building 2GRUPP FINANCIAL LLC

Map pinJACKSON, WY
Phone1.307.200.6579
NotebookSEC #801-135382
Total AUM
$100.1M
Employees
3
Clients
10

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
$100.1M
Accounts
37
Discretionary
$100.1M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$191.1K
HNW Individual Clients
3
AUM
$2M
Charitable Organization Clients
1
AUM
$26
Corporation or Business Clients
4
AUM
$97.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZID

HandshakeAffiliates

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

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