Investment adviser · CRD 144652

BGR FINANCIAL GROUP, LLC

Investment adviser filing (IA)

TUCSON, AZ, United States · Form ADV filed May 18, 2015

Regulatory AUM
$307M
Form ADV · Item 5.F
Client accounts
1,500
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 18, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

3561 EAST SUNRISE DRIVE, SUITE 247
TUCSON, AZ, 85718, United States

CRD 144652

Filing source

Form ADV 918855 · May 18, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.