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Building 2GENESEE CAPITAL ADVISORS, LLC

Map pinAUBURN, NY
Phone315-554-3020
NotebookSEC #801-77930
Total AUM
$420.3M
Employees
4
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 SOUTH STREET
AUBURN
NY 13021
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
315-554-3020

ReceiptFinancials

Total AUM
$420.3M
Accounts
1,531
Discretionary
$415.1M
Accounts
1,520
Non-Discretionary
$5.2M
Accounts
11

ContactClients

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Individual Clients
426
AUM
$113.7M
HNW Individual Clients
118
AUM
$289.4M
Charitable Organization Clients
6
AUM
$14.7M
Corporation or Business Clients
7
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNHNJNYPATXVA

HandshakeAffiliates

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

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