| Name | Title | Ownership | Since |
|---|---|---|---|
| Grupp Organization LLC Control | Owner | Over 75% | 2017 |
| Matthew Peter Grupp Control | President/Chief Executive Officer/Chief Compliance Officer | Under 5% | 2012 |
| Michael John Estrada Control | Director Of Private Client Services | Under 5% | 2012 |
Grupp Financial LLC reports $75.3 million in regulatory assets under management on its Form ADV.
Grupp Financial LLC reports 3 employees.
Grupp Financial LLC is based in Jackson, WY and has been SEC-registered since 2026.
Grupp Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1705 High School Road, Unit #140, Jackson, WY 83001 |
| Phone | 1.307.200.6579 |
| Fax | 1.307.200.6579 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $75.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $75.3M |