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GENESIS ADVISORS
877-984-6300
SEC #801-66498Total AUM
$10.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Monday - Friday
Phone
877-984-6300
Financials
Total AUM
$10.2M
Accounts
58Discretionary
$10.2M
Accounts
58Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO IMPLEMENTATION AND BILLING FOR OTHER ADVISORS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PAID 20% OF PERCENTAGE CHARGED SERVICE ANOTHER ADVISOR'S CLIENTS
Compliance
Disclosures
None reported
State Registrations
MI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.