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GENESIS ASSET MANAGEMENT GROUP, INC.
CRD 125350 · SEC 801-108428
NY, United States
Phone
212-856-9000
Fax
631-754-6426
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$86.6M
Discretionary AUM
$86.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $6.4M |
| High net worth individuals | 90 | $80.2M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD