1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GENESIS ADVISORS, LLC

Map pinFISHERS, IN
Phone317-577-6900
NotebookSEC #801-134853
Total AUM
$121.2M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10150 LANTERN ROAD
SUITE 175
FISHERS
IN 46037
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
317-577-6900

ReceiptFinancials

Total AUM
$121.2M
Accounts
364
Discretionary
$87.7M
Accounts
361
Non-Discretionary
$33.6M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
110
AUM
$25.4M
HNW Individual Clients
14
AUM
$73.8M
Charitable Organization Clients
8
AUM
$22M
Corporation or Business Clients
1
AUM
$48.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account