Overview
Assets Under Management: $155 million
Headquarters: FARMINGDALE, ME
High-Net-Worth Clients: 48
Average Client Assets: $1.1 million
Frequently Asked Questions
GRP FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333183), GRP FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
GRP FINANCIAL SERVICES, LLC is headquartered in FARMINGDALE, ME.
GRP FINANCIAL SERVICES, LLC serves 48 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, GRP FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
GRP FINANCIAL SERVICES, LLC manages $155 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, GRP FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.02%
Average Client Assets: $1.1 million
Total Client Accounts: 1,972
Discretionary Accounts: 1,972
Regulatory Filings
CRD Number: 333183
Filing ID: 2043950
Last Filing Date: 2026-01-26 16:16:59