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Building 2GR FINANCIAL GROUP, LLC

Map pinTUCSON, AZ
Phone520-577-4711
NotebookSEC #801-80641
Total AUM
$1.1B
Employees
10
Clients
1,553

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4556 E CAMP LOWELL
TUCSON
AZ 85712
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
520-577-4711

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,552
Discretionary
$1.1B
Accounts
2,552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,258
AUM
$410M
HNW Individual Clients
290
AUM
$636.8M
Corporation or Business Clients
5
AUM
$6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TECHNOLOGY FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOILNCNENHNMNVOHORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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