GENESIS FINANCIAL ADVISORY SERVICES, LLC.
Total AUM
$25.8M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 PARK AVE
SUITE 1920
NEW YORK
NY 10016
United States
SUITE 1920
NEW YORK
NY 10016
United States
Operating Hours
9 AM TO 5 PM (EST)
Monday - Friday
Monday - Friday
Phone
212-871-9898
Financials
Total AUM
$25.8M
Accounts
151Discretionary
$0
Accounts
0Non-Discretionary
$25.8M
Accounts
151
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLANJNYTXVT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.