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Building 2GENEREUX INVESTMENT MANAGEMENT, INC.

Map pin
Phone712-256-7500
NotebookSEC #801-112129
Total AUM
$129.3M
Employees
1
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
712-256-7500

ReceiptFinancials

Total AUM
$129.3M
Accounts
253
Discretionary
$129.3M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$11.9M
HNW Individual Clients
54
AUM
$116.5M
Charitable Organization Clients
1
AUM
$886.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTATION SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIANENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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