Grupp Financial LLC
Grupp Financial LLC is an SEC-registered ria with $100.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Grupp Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168436, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $100.1M (2026-01-22)
- Firm type
- Ria
- Employees
- 3
- Clients
- 10
- CRD
- 168436
- Ownership
- ESTRADA, MICHAEL, JOHN; GRUPP ORGANIZATION LLC; PALMER-KAMPRATH, JOHN, Robert; AETOPHOLIA TRUST; GRUPP, MATTHEW, PETER
How much AUM does Grupp Financial LLC have?
Grupp Financial LLC reported $100.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Grupp Financial LLC?
Disclosed owners and executives of Grupp Financial LLC include ESTRADA, MICHAEL, JOHN, GRUPP ORGANIZATION LLC, PALMER-KAMPRATH, JOHN, Robert, AETOPHOLIA TRUST, GRUPP, MATTHEW, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.