BGR FINANCIAL GROUP, LLC

TUCSON, Arizona·1 registered advisor·CRD# 144652
SEC# 801-68193520-795-6600
01

Firm Overview

AUM
$307M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BGR FINANCIAL GROUP, LLC

1 registered advisor
Julian Anthony Benitez
TUCSON, Arizona
05

Office Locations

TUCSON, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. BGR FINANCIAL GROUP, LLC (CRD# 144652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.