$65.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
2 Employees
130 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-1997
- Office Locations
- 1
Office Locations
14362 N Frank Lloyd Wright Blvd STE 1000 Scottsdale AZ
About THE Getzen Group, Inc.
The Getzen Group Inc. is a Scottsdale, AZ registered investment advisor providing personalized, discretionary asset and wealth management and Wealth Management Consulting Services for Arizona-based individuals, families, and entrepreneurs. The firm emphasizes capital management alongside tax and estate planning, and operates with Charles Schwab as a primary custodian. Led by CFP Richard Getzen (20+ years).
Team overview
56 AVG AGE
$65.1M AVG AUM / ADVISOR
$500.8K AVG AUM / CLIENT
29.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
R
RICHARD JOHN GETZEN
Investment Advisor, MANAGING PRINCIPAL
- CRD
- #2116703
- Ownership
- 50% but less than 75%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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