GR Financial Group, LLC
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
FINTRXOverview
GR Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory scope emphasizes financial planning and portfolio management for individuals and small businesses. Fee arrangements are mixed — percentage of AUM, fixed fees, performance-based fees and other structures are used. The firm does not identify as an active ESG investor, is not set up as a capital allocator, and is not a multi-state or pension consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
1 of 1Tina Mitchell
Chief Compliance OfficerCRD 1727463
Contacts
3 of 7Sandra Widmer
Registered Client Service AssociateCRD 5599639
Ryan Genzman
Vice PresidentCRD 5561234
Adam McCarty
Investment Advisor RepresentativeCRD 8014552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$826M in ETFs
77%
$633M
23%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $403M | 538,536 | 48.82% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4556 E Cp Lowell
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
SEM Wealth Management
RIATucson, AZ
Wealth Management Partners, LLC
RIATucson, AZ
Financial Directions LLC
RIATucson, AZ
Ironwood Financial, LLC
RIATucson, AZ
Cambridge Financial Group, LLC
RIATucson, AZ
Nova Financial Services
RIATucson, AZ