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Benjamin Scott Genzman

GR Financial Group, LLC

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About Benjamin Scott Genzman

Benjamin Genzman is an Investment Advisor Representative at GR Financial Group, LLC. Benjamin has been in the financial industry since 2008. Benjamin is registered with the state of Arizona and holds a Series 65 license. Benjamin specializes in providing financial planning and portfolio management services to high net worth individuals and corporations. Benjamin is also a member of the Genzman Family LLC, BGR Health Group, LLC and is involved in a real estate project called the Placita Escondida Opportunity Fund, LLC.

Firm Information

Benjamin Genzman is currently registered with GR Financial Group, LLC. 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

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Benjamin Genzman’s Registration & Firm History

AZ

02/10/2015 - Present

GR Financial Group, LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 08/26/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Scott Genzman.
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