|
⚲
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| Grupp Financial LLC
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|
|
|---|---|
| CRD # | 168436 |
| SEC # | 801-122012 |
| CIK # | |
| AUM | $81.7 MM (2024-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 307-200-6579 |
| Address | 1705 High School Road Jackson, WY 83001 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.1 |
| (b) Individuals (high net worth individuals) | 1 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 81.5 |
| Total | 29 | 81.7 |
| By Discretionary | ||
| Discretionary | 29 | 81.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 81.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.7 | |
| Total | 29 | 81.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pin Wealth LLC
✚
|
MA | 0.1 |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Lifegoal Wealth Advisors LLC
✚
|
NY | 0.1 |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Trott Brook Financial Inc
✚
|
MN | 0.1 |
|
Vesto Advisors LLC
✚
|
NY | 0.1 |
|
Komorebi Global LLC
✚
|
FL | 0.1 |