BGR FINANCIAL GROUP, LLC
CRD #144652 SEC #801-68193 TUCSON, AZ 520-795-6600
SEC Registered
Total AUM
$199.1M
Discretionary
$196.3M
Employees
10
Clients
0
Accounts
1,308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $306.7M | $304.3M | $2.4M | 11 | 600 |
| Mar 2015 | $306.7M | $304.3M | $2.4M | 11 | 600 |
| Jun 2014 | $259.1M | $256.6M | $2.6M | 14 | 900 |
| Feb 2014 | $259.1M | $256.6M | $2.6M | 14 | 900 |
| Dec 2013 | $199.1M | $196.3M | $2.8M | 10 | 900 |
| Jul 2013 | $199.1M | $196.3M | $2.8M | 10 | 900 |
| May 2013 | $199.1M | $196.3M | $2.8M | 10 | 900 |
| Jan 2013 | $199.1M | $196.3M | $2.8M | 10 | 900 |
| Dec 2012 | $175M | $172.3M | $2.6M | 6 | 1,000 |
| Dec 2012 | $175M | $172.3M | $2.6M | 6 | 1,000 |
| Mar 2012 | $175M | $172.3M | $2.6M | 6 | 1,000 |
| Oct 2010 | $122M | $120.7M | $1.3M | 10 | -- |
| Jul 2010 | $122M | $120.7M | $1.3M | 10 | -- |
| May 2010 | $122M | $120.7M | $1.3M | 10 | -- |
| Feb 2009 | $89.2M | $87.5M | $1.7M | 5 | -- |
| Jan 2008 | $105.8M | $96M | $9.8M | 5 | -- |
| Nov 2007 | $97M | $95.1M | $1.9M | 5 | -- |
| Oct 2007 | $97M | $95.1M | $1.9M | 5 | -- |
DateMay 2015
Total AUM$306.7M
Discretionary$304.3M
Non-Disc.$2.4M
Employees11
Clients600
DateMar 2015
Total AUM$306.7M
Discretionary$304.3M
Non-Disc.$2.4M
Employees11
Clients600
DateJun 2014
Total AUM$259.1M
Discretionary$256.6M
Non-Disc.$2.6M
Employees14
Clients900
DateFeb 2014
Total AUM$259.1M
Discretionary$256.6M
Non-Disc.$2.6M
Employees14
Clients900
DateDec 2013
Total AUM$199.1M
Discretionary$196.3M
Non-Disc.$2.8M
Employees10
Clients900
DateJul 2013
Total AUM$199.1M
Discretionary$196.3M
Non-Disc.$2.8M
Employees10
Clients900
DateMay 2013
Total AUM$199.1M
Discretionary$196.3M
Non-Disc.$2.8M
Employees10
Clients900
DateJan 2013
Total AUM$199.1M
Discretionary$196.3M
Non-Disc.$2.8M
Employees10
Clients900
DateDec 2012
Total AUM$175M
Discretionary$172.3M
Non-Disc.$2.6M
Employees6
Clients1,000
DateDec 2012
Total AUM$175M
Discretionary$172.3M
Non-Disc.$2.6M
Employees6
Clients1,000
DateMar 2012
Total AUM$175M
Discretionary$172.3M
Non-Disc.$2.6M
Employees6
Clients1,000
DateOct 2010
Total AUM$122M
Discretionary$120.7M
Non-Disc.$1.3M
Employees10
Clients--
DateJul 2010
Total AUM$122M
Discretionary$120.7M
Non-Disc.$1.3M
Employees10
Clients--
DateMay 2010
Total AUM$122M
Discretionary$120.7M
Non-Disc.$1.3M
Employees10
Clients--
DateFeb 2009
Total AUM$89.2M
Discretionary$87.5M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2008
Total AUM$105.8M
Discretionary$96M
Non-Disc.$9.8M
Employees5
Clients--
DateNov 2007
Total AUM$97M
Discretionary$95.1M
Non-Disc.$1.9M
Employees5
Clients--
DateOct 2007
Total AUM$97M
Discretionary$95.1M
Non-Disc.$1.9M
Employees5
Clients--