|
⚲
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| Genesis Asset Management Group Inc
✚
|
|
|---|---|
| CRD # | 125350 |
| SEC # | 801-108428 |
| CIK # | |
| AUM | $86.6 M (2026-01-16) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 212-856-9000 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 6.4 |
| (b) Individuals (high net worth individuals) | 90 | 80.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 86.6 |
| By Discretionary | ||
| Discretionary | 196 | 86.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 86.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 86.6 | |
| Total | 196 | 86.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Ivesta Corp
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Wealthfd LLC
✚
|
PA | 0.1 |
|
IBN Financial Services Inc
✚
|
NY | 0.1 |
|
Pacific Global Investment Management Company
✚
|
CA | 0.1 |
|
The Wealthplan LLC
✚
|
NY | 0.1 |
|
Quincy Wells Advisors LLC
✚
|
IL | 0.1 |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |