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Building 2GENESIS FINANCIAL GROUP, LLC

Map pinPARAMUS, NJ
Phone551-284-4023
NotebookSEC #801-131745
Total AUM
$171.3M
Employees
2
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 W CENTURY ROAD
SUITE 303
PARAMUS
NJ 07652
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
551-284-4023

ReceiptFinancials

Total AUM
$171.3M
Accounts
224
Discretionary
$171.3M
Accounts
224
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$102.7M
HNW Individual Clients
25
AUM
$48M
Pooled Vehicle Clients
1
AUM
$18M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

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

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