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Genesis Asset Management Group Inc
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CRD # | 125350 |
SEC # | 801-108428 |
CIK # | |
AUM | $69.4 MM (2024-07-02) |
Employees | 2 (50% Investors, 50% Brokers) |
Phone | 212-856-9000 |
Address | 236 Little Neck Road Centerport, NY 11721 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 36 | 4.2 |
(b) Individuals (high net worth individuals) | 95 | 65.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 185 | 69.4 |
By Discretionary | ||
Discretionary | 185 | 69.4 |
Non-Discretionary | 0 | 0.0 |
Total | 185 | 69.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 69.4 | |
Total | 185 | 69.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Profitscore Capital Management Inc
✚
|
ID | 0.1 |
Apollo Wealth Management LLC
✚
|
NY | 0.1 |
Dutch Asset Corporation
✚
|
NY | 0.1 |
V&V Management Group Corporation
✚
|
NY | 0.1 |
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
St James Investment Advisors LLC
✚
|
NY | 0.1 |
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |
Royale Asset Management LLC
✚
|
NY | 0.1 |