Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Technology fee
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AZ
02/10/2015 - Present
GR Financial Group, LLC (TUCSON AZ)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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