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GR FINANCIAL GROUP, LLC

4556 E Camp Lowell
Tucson, Arizona 85712
Tel: 520-577-4711

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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 StatusApproved
Firm CRD#172370
SEC#801-80641
Assets Managed by Firm$814,799,726
No. of Clients2394
No. of Advisors9

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 ClientsAUM
Firm Total2394$814,799,726
Individuals (other than high net worth individuals)1298$370,316,170
High net worth individuals218$440,134,533
Corporations or other businesses5$4,349,023

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