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

Building 2GENESIS CAPITAL ADVISORS, INC.

Map pinSTOUGHTON, MA
Phone781-344-1023
NotebookSEC #801-63450
Total AUM
$145.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
532 PAGE STREET
STOUGHTON
MA 02072
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
781-344-1023

ReceiptFinancials

Total AUM
$145.9M
Accounts
481
Discretionary
$125.8M
Accounts
355
Non-Discretionary
$20.1M
Accounts
126

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account