RIA IntelAdvisersArizonaTHE GETZEN GROUP, INC.

THE GETZEN GROUP, INC.

Advisory

SCOTTSDALE, AZ

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in AZ
#337
of 387 advisers by AUM
Average account
$256K
across 254 accounts
AUM per adviser
$65M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$65M
Discretionary %
100%
Clients
125
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMarch
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

MATHON MANAGEMENT, LLC
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$65M
+157.3% 1Y
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$65M
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MOUNT FINANCIAL FREEDOM LLC
$65M
AZ LEGACY WEALTH LLC
GLENDALE, AZ
$66M
RESQ INVESTMENT PARTNERS, LLC
SCOTTSDALE, AZ
$66M
+1.1% 1Y
MARATHON ASSET MANAGEMENT CO INC
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$66M
-8.8% 1Y

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