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GENESEE CAPITAL ADVISORS, LLC
CRD 167353 · SEC 801-77930
46 SOUTH STREET, AUBURN, NY, 13021, United States
Phone
315-554-3020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$420.3M
Discretionary AUM
$415.1M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 426 | $113.7M |
| High net worth individuals | 118 | $289.4M |
| Charitable organizations | 6 | $14.7M |
| Corporations/business entities | 7 | $2.6M |
States served
CA, LA, MD, NJ, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD