GRUPP FINANCIAL LLC
CRD #168436 SEC #801-122012 JACKSON, WY 1.307.200.6579
SEC Registered
Total AUM
$75.3M
Discretionary
$75.3M
Employees
3
Clients
10
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $75.3M | $75.3M | $0 | 3 | 0 |
| Oct 2024 | $81.7M | $81.7M | $0 | 3 | 0 |
| Sep 2024 | $81.7M | $81.7M | $0 | 3 | 0 |
| Apr 2024 | $81.7M | $81.7M | $0 | 4 | 0 |
| Mar 2024 | $81.7M | $81.7M | $0 | 4 | 0 |
| Aug 2023 | $93M | $93M | $0 | 3 | 0 |
| Mar 2023 | $93M | $93M | $0 | 4 | 0 |
| Aug 2022 | $104M | $104M | $0 | 4 | 0 |
| Aug 2022 | $104M | $104M | $0 | 4 | 0 |
| Jun 2022 | $104M | $104M | $0 | 4 | 0 |
| Apr 2022 | $104M | $104M | $0 | 4 | 0 |
| Mar 2022 | $104M | $104M | $0 | 4 | 0 |
| Oct 2021 | $132.9M | $132.9M | $0 | 4 | 0 |
| Aug 2021 | $132.9M | $132.9M | $0 | 4 | 0 |
| Jul 2021 | $132.9M | $132.9M | $0 | 2 | 0 |
| Aug 2018 | $7.4M | $7.4M | $0 | 2 | 0 |
| Aug 2018 | $7.4M | $7.4M | $0 | 2 | 0 |
| Apr 2018 | $7.4M | $7.4M | $0 | 2 | 0 |
| Mar 2018 | $7.4M | $7.4M | $0 | 2 | 0 |
| Mar 2018 | $7.4M | $7.4M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients0