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Bgr Financial Group, LLC (Tucson)


Bgr Financial Group, LLC is a large advisory firm based in Tucson. It manages $306.65 million of regulatory assets for 1,500 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Texas, and Washington.

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Bgr Financial Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bgr Financial Group: assets under management

The assets under management (AUM) of Bgr Financial Group, LLC is $306.65 million. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $304.28 million in discretionary accounts and $2.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $395.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bgr Financial Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tucson

The principal office where Bgr Financial Group, LLC performs its advisory services is located at 3561 East Sunrise Drive, Tucson, AZ 85718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 520-795-6600 or by fax 520-795-6601. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at bgrfinancialgroup.com.


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