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GR FINANCIAL GROUP, LLC
CRD 172370 · SEC 801-80641
4556 E CAMP LOWELL, TUCSON, AZ, 85712, United States
Phone
520-577-4711
Fax
520-574-3002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
10 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; TECHNOLOGY FEE
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1258 | $410.0M |
| High net worth individuals | 290 | $636.8M |
| Corporations/business entities | 5 | $6.0M |
States served
AL, AZ, CA, CO, IL, NE, NV, NM, NC, OH, OR, UT, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD