Genesis Asset Management Group Inc

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Assets, Funds, Holdings

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Genesis Asset Management Group Inc
CRD #125350
SEC #801-108428
CIK #
AUM $69.4 MM (2024-07-02)
Employees 2 (50% Investors, 50% Brokers)
Phone212-856-9000
Address236 Little Neck Road
Centerport, NY 11721
Source [IAPD] [Website]
Total AUM ($MM)
806448321602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 36 4.2
(b) Individuals (high net worth individuals) 95 65.1
(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 185 69.4
By Discretionary
Discretionary 185 69.4
Non-Discretionary 0 0.0
Total 185 69.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 69.4
Total 185 69.4
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NY 0.1
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Stratacore Capital Management LLC
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Winthrop Partners - WPA LLC
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St James Investment Advisors LLC
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Opportunus Wealth Management LLC
WA 0.1
Royale Asset Management LLC
NY 0.1
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