Benjamin Genzman
Benjamin Genzman is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Location
4556 E Camp Lowell, Tucson, AZ, 85712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a member of Genzman Family LLC and Placita Escondida Opportunity Fund LLC, and an owner of Genzman Placita LLC, all real estate related. He is also an independent insurance agent with GR Financial Group LLC, selling life, long-term care, and medical insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Gr Financial Group, LLC
Previous Registrations
Bgr Financial Group, LLC
State Registrations1 state
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