GR Financial Group, LLC
GR Financial Group, LLC is an SEC-registered investment adviser headquartered in Tucson, Arizona. The firm, founded around 2014, offers investment advisory services including portfolio management, financial planning, consulting, and educational seminars. Serving primarily individuals and high net worth individuals, the firm manages nearly $1 billion in assets and employs approximately 10 staff, most of whom are directly involved in investment decisions. Clients choose between discretionary and non-discretionary account management based on their preferences.
Investment Strategy
GR Financial Group, LLC provides continuous and regular supervisory or management services to clients on either a discretionary or non-discretionary basis, offering investment advisory and financial planning tailored to individual needs. Their investment recommendations are not limited to proprietary products or a specific universe of investment vehicles but rather focus on client goals, risk profiles, and financial circumstances. The firm emphasizes best-interest guidance, transparency, and flexibility, helping clients construct diversified portfolios designed for long-term success. Advisors are compensated via advisory fees, and may also receive commissions for executing certain transactions, though all recommendations are made with client interests as the primary priority.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 70.26% | $287.4M | 462,829 | $576.73 | $620.90 | -$45.6K |
P PYLD | PIMCO ETF TR | 20.68% | $84.6M | 3,187,223 | $26.35 | $26.54 | +$1.3M |
X XLK | SELECT SECTOR SPDR TR | 2.07% | $8.5M | 33,437 | $253.23 | $253.23 | +$8.5M |
A AAPL | APPLE INC | 0.93% | $3.8M | 18,536 | $171.10 | $205.17 | +$287.1K |
M META | META PLATFORMS INC | 0.66% | $2.7M | 3,638 | $569.93 | $738.09 | -$851.2K |