GR FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$413K

Accounts

2,552

Employees

Advisory reps

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

FINTRX

Overview

GR Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individuals, families and some institutional clients, and its advisory mandate centers on financial planning and portfolio management for individuals and small businesses. Ownership is individual (private), and the firm reports a mix of fee arrangements that includes percentage-of-AUM fees, fixed fees and performance-based fees. The firm does not identify itself as a multi-state adviser or as a capital allocator; it also does not list active ESG investing as part of its stated approach. Its footprint and activities suggest a traditional adviser model focused on discretionary portfolio management and planning for private clients rather than running third-party allocation businesses.