GR Financial Group, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 172370
- Registered since
- December 5, 2014
- Website
- gr-financialgroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI60.49%
- Individuals38.94%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
GR Financial Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. Structured as a limited liability company and controlled by an individual owner, the firm serves both individual and family clients as well as institutional accounts. Its advisory focus is financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of fee types — percentage of AUM, fixed fees, and performance-based fees — and reports other fee arrangements as well. GR Financial Group does not identify as an active ESG investor, and it does not describe itself as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$843M in ETFs
77%
$649M
23%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $415M | 542,049 | 49.22% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4556 E Cp Lowell
- Time zone
- MT (UTC-7)
- Office locations
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