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Julian Anthony Benitez

BGR FINANCIAL GROUP, LLC·TUCSON, Arizona
Unclaimed Profile
3561 EAST SUNRISE DRIVE, TUCSON, AZ 85718CRD# 2283673Firm CRD# 144652
01

About

Julian Anthony Benitez is a registered financial advisor based in TUCSON, Arizona, affiliated with BGR FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BGR FINANCIAL GROUP, LLC
BGR FINANCIAL GROUP, LLC
AUM
$307M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BGR FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2283673
Firm CRD# 144652
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julian Anthony Benitez offer?
Julian Anthony Benitez specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Julian Anthony Benitez's credentials?
Julian Anthony Benitez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julian Anthony Benitez located?
Julian Anthony Benitez is based in TUCSON, Arizona, working with BGR FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Julian Anthony Benitez charge for services?
Julian Anthony Benitez's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BGR FINANCIAL GROUP, LLC?
BGR FINANCIAL GROUP, LLC has approximately 11 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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