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Building 2THE GENWEALTH GROUP, INC.

Map pinMAPLEWOOD, NJ
Phone973-761-0400
NotebookSEC #801-71876
Total AUM
$661.3M
Employees
10
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 INWOOD PLACE
MAPLEWOOD
NJ 07040
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
973-761-0400

ReceiptFinancials

Total AUM
$661.3M
Accounts
1,153
Discretionary
$661.3M
Accounts
1,153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$67.7M
HNW Individual Clients
179
AUM
$593.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPA

HandshakeAffiliates

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

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