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Gr Financial Group, LLC

● SEC registered since 2014CRD 172370SEC# 801-80641Tucson, AZ
Export (members)
Reg. AUM
$1.05B
Employees
10
Accounts
2,552
Location
Tucson, AZ

Gr Financial Group, LLC assets under management

Gr Financial Group, LLC operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 10 people.

Gr Financial Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Scott Genzman ControlManaging Member, Vice President25-50%2019
Lynsey Marie Richter ControlManaging Member, President25-50%2023
Ryan Scott Genzman ControlManaging Member, Vice President25-50%2019
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Frequently asked questions

How much does Gr Financial Group, LLC manage?

Gr Financial Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Gr Financial Group, LLC have?

Gr Financial Group, LLC reports 10 employees.

Where is Gr Financial Group, LLC located?

Gr Financial Group, LLC is based in Tucson, AZ and has been SEC-registered since 2014.

Does Gr Financial Group, LLC disclose fund performance?

Gr Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4556 E Camp Lowell, Tucson, AZ 85712
Phone520-577-4711
Fax520-574-3002
Office hours8a.m.-4p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2011751
Discloses disciplinary historyNo

Regulatory AUM

$1.05B▲ 7%
Mar '25 — $981.5MApr '25 — $981.5MMay '25 — $981.5MJun '25 — $981.5MJul '25 — $981.5MAug '25 — $981.5MSep '25 — $981.5MOct '25 — $981.5MNov '25 — $981.5MDec '25 — $981.5MJan '26 — $981.5MFeb '26 — $981.5MMar '26 — $1.05BApr '26 — $1.05BMay '26 — $1.05BJun '26 — $1.05B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$1.05Bregulatory AUM
Discretionary $1.05B