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THE GETZEN GROUP, INC.
CRD 117700
14362 N FRANK LLOYD WRIGHT BLVD, STE 1000, SCOTTSDALE, AZ, 85260, United States
Phone
480-998-8150
Fax
480-998-9224
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $37.1M |
| High net worth individuals | 13 | $28.0M |
All web addresses on file
Official SEC filing: View on IAPD