firm profile
GR Financial Group, LLC
Overview
GR Financial Group, LLC is an SEC registered investment adviser based in Tucson, AZ, registered since 2014. It reports $1.1B in assets under management across 2,552 accounts, with 10 employees. It has 7 investment adviser representatives.
- Reported AUM
- $1.1B
- Discretionary
- 100%
- Accounts
- 2,552
- Average account
- $413K
- Employees
- 10
- Advisory reps
- 7
- Registered since
- 2014
- Jurisdictions
- 19
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Lynsey Marie Richter Managing Member, President CRD 2932312
- Benjamin Scott Genzman Managing Member, Vice President CRD 5439515
- Ryan Scott Genzman Managing Member, Vice President CRD 5561234
1 more executive officer, with direct contact details
Advisory reps 3 of 7
- Benjamin Scott Genzman Insurance Agent · Investment Adviser Rep CRD 5439515
- Ryan Scott Genzman Insurance Agent · Investment Adviser Rep CRD 5561234
- Scott Douglas Genzman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2304409
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4556 E Camp Lowell Dr
Tucson, AZ 85712 - County
- Pima
- Metro area
- Tucson, AZ
- Region
- West
Registrations
- SEC registered
- Registered in 19 jurisdictions
- Website: gr-financialgroup.com
Every state, with registration dates
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