# The Getzen Group, Inc.

> The Getzen Group, Inc. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 117700
- Filed as: THE GETZEN GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117700
- AdvisorCensus page: https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700

## Quick answers

**How is The Getzen Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Getzen Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Getzen Group, Inc. located?**
The Getzen Group, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is The Getzen Group, Inc. registered with the SEC or a state?**
The Getzen Group, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 117700.

**How much does The Getzen Group, Inc. manage?**
The Getzen Group, Inc. reports $65,100,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does The Getzen Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (13).

**Does The Getzen Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117700

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $65,100,000
- Discretionary: $65,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $37,107,000 |
| High net worth individuals | 13 | $27,993,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getzengroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Getzen Group, Inc. (CRD 117700): Form ADV filing data as of October 2026.