# BGR FINANCIAL GROUP, LLC

BGR FINANCIAL GROUP, LLC of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 144652
- Type: SEC-registered investment adviser
- SEC file number: 801-68193
- Location: 3561 EAST SUNRISE DRIVE, SUITE 247, TUCSON, AZ, 85718
- Phone: 520-795-6600
- Latest filing: 2015-05-18
- Regulatory AUM: $306.7M
- Discretionary AUM: $304.3M
- Non-discretionary AUM: $2.4M
- Clients: 11
- Accounts: 1,500

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| GENZMAN SCOTT DOUGLAS | MEMBER/VP OF INVESTMENTS | — |
| BENITEZ JULIAN ANTHONY | MEMBER/ 1ST VP OF INVESTMENTS; MEMBER/ PRESIDENT OF INVESTMENTS | — |
| RICHTER LYNSEY MARIE | CHIEF COMPLIANCE OFFICER/ASSOCIATE VP/INVESTMENTS; CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY REP. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144652/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144652/similar
- Related entities: https://search.stillhousedata.com/firm/144652/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144652

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.