GR Financial Group, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$413K

Accounts

2,552

Employees

Advisory reps

Firm details

Headquarters: Tucson, Arizona
CRD number: 172370
Registered since: December 5, 2014
Website: gr-financialgroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI60.49%
Individuals38.94%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

GR Financial Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. Structured as a limited liability company and controlled by an individual owner, the firm serves both individual and family clients as well as institutional accounts. Its advisory focus is financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of fee types — percentage of AUM, fixed fees, and performance-based fees — and reports other fee arrangements as well. GR Financial Group does not identify as an active ESG investor, and it does not describe itself as a multi-state adviser or a pension consultant.