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Building 2GENESIS INVESTMENTS

Map pinOOLTEWAH, TN
Phone423-290-2619
NotebookSEC #801-134325
Total AUM
$112.5M
Employees
4
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9448 BRADMORE LN
STE 212
OOLTEWAH
TN 37363
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
423-290-2619

ReceiptFinancials

Total AUM
$112.5M
Accounts
748
Discretionary
$87.8M
Accounts
676
Non-Discretionary
$24.7M
Accounts
72

ContactClients

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Individual Clients
243
AUM
$64.3M
HNW Individual Clients
19
AUM
$42.5M
Pension/Profit Sharing Plan Clients
3
AUM
$4.1M
Charitable Organization Clients
6
AUM
$1.7M
Corporation or Business Clients
2
AUM
$0

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATNTX

HandshakeAffiliates

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

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