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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Genesis Financial Group LLC
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|---|---|
| CRD # | 327996 |
| SEC # | 801-131745 |
| CIK # | 0001183082, 0001300979 |
| AUM | $102.0 M (2025-05-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 551-284-4023 |
| Address | 80 W Century Road Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 25.0 |
| (b) Individuals (high net worth individuals) | 33 | 75.0 |
| (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 | 1.0 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 244 | 102.0 |
| By Discretionary | ||
| Discretionary | 244 | 102.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 244 | 102.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 101.6 | |
| Total | 244 | 102.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001183082] | |
| 10-Q | [0001183082] | |
| 3 | [0001183082] | |
| 8-K | [0001183082] | |
| D | [0001183082] | |
| SC 13G | [0001183082] | |
| 13F-HR | [0001300979] | |
| 13F-NT | [0001300979] | |
| SC 13G | [0001300979] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Cameron Russell | |
| Genesis Financial Inc | |
| Alford Timothy | |
| Kerridge Warwick | |
| Rose Roy Robert | |
| Smith Murray George | |
| Larkin Gary | |
| Attinger Mark Kenneth |
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