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GR FINANCIAL GROUP, LLC
4556 E Camp Lowell
Tucson, Arizona 85712
Tel: 520-577-4711
About GR FINANCIAL GROUP, LLC
GR FINANCIAL GROUP, LLC, formally registered with the SEC as GR FINANCIAL GROUP, LLC. The firm was established in 12/05/2014. They have over 1 offices throughout the country.
GR FINANCIAL GROUP, LLC is a Tucson, Arizona based Financial Planning firm with nearly $814,799,726 assets under management, offering retirement planning & investment advisory services to 2394 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172370 |
| SEC# | 801-80641 |
| Assets Managed by Firm | $814,799,726 |
| No. of Clients | 2394 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (TECHNOLOGY FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2394 | $814,799,726 |
| Individuals (other than high net worth individuals) | 1298 | $370,316,170 |
| High net worth individuals | 218 | $440,134,533 |
| Corporations or other businesses | 5 | $4,349,023 |
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