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GR Financial Group, LLC

Headquartered in TUCSON, AZ

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Firm Information

GR Financial Group, LLC is a financial advisor headquartered in Tucson, Arizona. They manage over $814 million in assets and have a team of 4 licensed agents, 6 investment adviser representatives, and 1 registered representative. They provide financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.

GR Financial Group, LLC

4556 E CAMP LOWELL

TUCSON, AZ 85712

$814.80M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Technology fee

Branch Locations (2)

GR FINANCIAL GROUP, LLC has a total of 2 branch locations across the country.
location

TUCSON, AZ

location

Tucson, AZ

Advisors at GR Financial Group, LLC

View All 5 Advisors
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Jamie Deann Gonzales

RA

Tucson, AZ

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Sandra Lynn Widmer

RA

TUCSON, AZ

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Unclaimed
Lynsey Marie Richter

RA

TUCSON, AZ

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Scott Douglas Genzman

RA

TUCSON, AZ

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Unclaimed
Adam Thomas McCarty

RA

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Ryan Scott Genzman

RA

TUCSON, AZ

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Unclaimed
Benjamin Scott Genzman

RA

TUCSON, AZ

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Disclosures

There are no public disclosures for GR Financial Group, LLC.

Frequently Asked Questions (8)

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