Scott
Genzman

Gr Financial Group, LLC

CRD#2304409
Investment Advisor
in Tucson, AZ

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About this Advisor

Scott Genzman is a financial advisor based in Tucson, Arizona, working with Gr Financial Group, LLC. Scott has previously held positions at Bgr Financial Group, LLC, Mutual Securities, Inc, Gr Financial Group, LLC, and Gr Financial Group LLC. Scott has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Scott is part of Gr Financial Group, LLC, which operates out of Tucson, Arizona. The firm has 9 employees and manages assets totaling $814.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Gr Financial Group, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4556 E Camp Lowell
Tucson, AZ 85712

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Gr Financial Group, LLC Brokerage Details

Total Assets Under Management

$814,799,726

AZ Average: $1,555,372,352
Total Number of Employees

9

AZ Average: 37
Total Number of Accounts

2,394

AZ Average: 1,370
Average Account Size

$340,351

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scott Genzman Work History

2023 - Present (1 year)

Gr Financial Group, LLC

2007 - Present (17 years)

Mutual Securities, Inc

2014 - 2023 (9 years)

Gr Financial Group LLC

2006 - 2015 (9 years)

Bgr Financial Group, LLC

Disclosures

Please visit the SEC profile of Scott Genzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gr Financial Group, LLC

Ryan Genzman
Tucson, AZ
Jamie Gonzales
Tucson, AZ
Benjamin Genzman
Tucson, AZ
Sandra Widmer
Tucson, AZ
Lynsey Richter
Tucson, AZ
Scott Genzman
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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