Hedge Fund Database

GR FINANCIAL GROUP, LLC

Adviser information for GR FINANCIAL GROUP, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Arizona, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,394 $814.8M
Non-Discretionary 0 $0
Total 2,394 $814.8M

Clients

Type Number RAUM
Individuals 1,298 $370.3M
HNW Individuals 218 $440.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $4.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed feesTECHNOLOGY FEE

Identifiers

SEC RIA File Number 801-80641
SEC ERA File Number 801-80641
SEC CIK Numbers 2011751
SEC CRD Numbers 172370
Legal Entity Identifier None

Principal Office

4556 E CAMP LOWELL
TUCSON
AZ
United States
Monday - Friday, 8AM-4PM
Tel: 520-577-4711, Fax: 520-574-3002

Websites

www.gr-financialgroup.com

Chief Compliance Officer

TINA MITCHELL
1350 COLUMBIA STREET
SUITE 300
SAN DIEGO
CA
United States
Tel: 619-997-4565
Fax: 619-278-0050
(Full email address available in API data)

Regulatory Contact

LYNSEY RICHTER
PRESIDENT
4556 E CAMP LOWELL
TUCSON
AZ
United States
Tel: 520-577-4711
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GENZMAN, SCOTT, DOUGLAS Individual – MANAGING MEMBER, SENIOR VICE PRESIDENT 01/2023 50-75%
RICHTER, LYNSEY, MARIE Individual – MANAGING MEMBER, PRESIDENT 01/2023 25-50%
GENZMAN, RYAN, SCOTT Individual – MANAGING MEMBER, VICE PRESIDENT 07/2019 10-25%
GENZMAN, BENJAMIN, SCOTT Individual – MANAGING MEMBER, VICE PRESIDENT 07/2019 10-25%
MITCHELL, TINA, LOUISE Individual – CHIEF COMPLIANCE OFFICER 09/2023 < 5%

No. Employees, Historic

105020202021202220232024202510 on 2/18/202010 on 6/23/202010 on 6/23/202010 on 6/23/202010 on 6/24/202010 on 7/1/202010 on 7/1/202010 on 8/31/202010 on 12/16/202010 on 12/16/202010 on 2/12/202110 on 3/1/202210 on 6/3/202210 on 10/5/202210 on 12/15/20229 on 2/1/20239 on 9/18/20239 on 9/18/20239 on 2/24/20249 on 3/29/2024

RAUM, Historic

900M450M0202020212022202320242025528717602 on 2/18/2020528717602 on 6/23/2020528717602 on 6/23/2020528717602 on 6/23/2020528717602 on 6/24/2020528717602 on 7/1/2020528717602 on 7/1/2020528717602 on 8/31/2020528717602 on 12/16/2020528717602 on 12/16/2020733704123 on 2/12/2021854122214 on 3/1/2022854122214 on 6/3/2022854122214 on 10/5/2022854122214 on 12/15/2022739834966 on 2/1/2023739834966 on 9/18/2023739834966 on 9/18/2023739834966 on 2/24/2024814799726 on 3/29/2024

No. Clients, Historic

2,0001,00002020202120222023202420251353 on 2/18/20201353 on 6/23/20201353 on 6/23/20201353 on 6/23/20201353 on 6/24/20201353 on 7/1/20201353 on 7/1/20201353 on 8/31/20201353 on 12/16/20201353 on 12/16/20201503 on 2/12/20211528 on 3/1/20221528 on 6/3/20221528 on 10/5/20221528 on 12/15/20221474 on 2/1/20231474 on 9/18/20231474 on 9/18/20231474 on 2/24/20241521 on 3/29/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SPDR S&P 500 ETF TR TR UNIT 261M 479K –
SPDR GOLD TR GOLD SHS 113M 527K –
SELECT SECTOR SPDR TR TECHNOLOGY 71M 315K –
APPLE INC COM 2M 10K –
RTX CORPORATION COM 1M 12K –
COSTCO WHSL CORP NEW COM 953K 1K –
ELI LILLY & CO COM 512K 566 –
DIREXION SHS ETF TR DLY SCOND 3XBU 462K 8K –
ISHARES TR MSCI ACWI ETF 445K 4K –
ISHARES TR 7-10 YR TRSY BD 399K 4K –
MICROSOFT CORP COM 358K 801 –
PROSHARES TR ULTRAPRO SHT QQQ 358K 43K –
TEXAS INSTRS INC COM 291K 1K –
AMAZON COM INC COM 280K 1K –
NVIDIA CORPORATION COM 275K 2K –
META PLATFORMS INC CL A 263K 521 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 240K 589 –