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GENESIS FINANCIAL GROUP, LLC
CRD 327996 · SEC 801-131745
80 W CENTURY ROAD, SUITE 303, PARAMUS, NJ, 07652, United States
Phone
551-284-4023
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$171.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $102.7M |
| High net worth individuals | 25 | $48.0M |
| Pooled investment vehicles | 1 | $18.0M |
| Pension/profit sharing plans | 1 | $1.5M |
| Corporations/business entities | 1 | $1.1M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD