Wealth Manager
    SEC Registered
    Manages Private Funds

    Gr Financial Group, LLC

    Registered investment advisor · Tucson, Arizona · CRD #172370

    Assets Under Management
    $1.1B
    Client Accounts
    2,552
    Employees
    10
    CRD Number
    172370
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gr Financial Group, LLC

    GR Financial Group, LLC offers individual portfolio management, financial planning, consulting services, and educational seminars. Based in Tucson, Arizona, it manages nearly $814 million in assets and is SEC-registered. The firm focuses on helping clients achieve their financial goals through comprehensive advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gr Financial Group, LLC

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    Frequently Asked Questions

    What is Gr Financial Group, LLC's AUM?

    Gr Financial Group, LLC reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gr Financial Group, LLC headquartered?

    Gr Financial Group, LLC is headquartered in Tucson, Arizona.

    What is Gr Financial Group, LLC's CRD number?

    Gr Financial Group, LLC's CRD number is 172370. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gr Financial Group, LLC manage?

    Gr Financial Group, LLC manages approximately 2,552 client accounts according to its latest SEC filing.

    Is Gr Financial Group, LLC SEC registered?

    Yes, Gr Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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