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 registered investment adviser that began SEC registration in 2014 and operates as a limited liability company owned by an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements are varied and include percentage-of-AUM fees, fixed fees, performance-based fees and other fee structures. GR Financial Group does not describe itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser.
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
1 of 1Tina Mitchell
Chief Compliance OfficerCRD 1727463
Contacts
3 of 7
Benjamin Genzman
Vice PresidentCRD 5439515
Ryan Genzman
Vice PresidentCRD 5561234
Sandra Widmer
Registered Client Service AssociateCRD 5599639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$826M in ETFs
77%
$633M
23%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $403M | 538,536 | 48.82% |
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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