Gr Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated April 30, 2026, reports $1.1B in regulatory assets under management, 10 employees, and 2,552 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
1,258
2
HNWI
18.7%
290
3
Corporations
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 30, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,552
10Y AUM Change+$767M (+268.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee155:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.