Chief Compliance Officer · GR Financial Group, LLC
Tina L. Mitchell
CRD 1727463 · Named on Form ADV at 3 SEC-registered advisers
At a glance
GR Financial Group, LLC, an SEC-registered wealth manager based in Tucson, AZ with $1.1 billion in regulatory assets, lists Tina L. Mitchell on its Form ADV as Chief Compliance Officer. The SEC filings also name Tina at 2 other registered advisers.
Firms and roles
- GR Financial Group, LLCChief Compliance OfficerWealth manager · Tucson, AZ · $1.1B in regulatory assets
- IDB Lido Wealth, LLCChief Compliance OfficerWealth manager · New York, NY · $478M in regulatory assets
- Mork Capital ManagementChief Compliance OfficerPrivate fund adviser · Healdsburg, CA · $199M in regulatory assets
AtlasMembers
Tina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Lynsey M. RichterManaging Member, President, GR Financial Group, LLC
- Ryan S. GenzmanManaging Member, Vice President, GR Financial Group, LLC
- Benjamin S. GenzmanManaging Member, Vice President, GR Financial Group, LLC
- Jason J. OzurBoard Chairman and Manager, IDB Lido Wealth, LLC
- Kenneth A. SternDirector and Manager, IDB Lido Wealth, LLC
6 more people named with Tina on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.