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| Genesis Financial Group LLC
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|---|---|
| CRD # | 327996 |
| SEC # | 801-131745 |
| CIK # | 0002097587, 0001183082, 0001300979 |
| AUM | 171.3 M (2026-03-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 551-284-4023 |
| Address | 80 W Century Road Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Tesla Motors Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Linde PLC | 0.0 | ||
| Proshares Trust II | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 102.7 |
| (b) Individuals (high net worth individuals) | 25 | 48.0 |
| (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 | 1 | 18.0 |
| (g) Pension and profit sharing plans | 1 | 1.5 |
| (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 | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 171.3 |
| By Discretionary | ||
| Discretionary | 224 | 171.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 224 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 170.7 | |
| Total | 224 | 171.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] | |
| 13F-HR | [0002097587] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Genesis Financial Inc | |
| Cameron Russell | |
| Alford Timothy | |
| Kerridge Warwick | |
| Rose Roy Robert | |
| Smith Murray George | |
| Larkin Gary | |
| Attinger Mark Kenneth |
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|---|---|---|
|
Goverman Financial Solutions LLC
✚
|
MA | 171.9 M |
|
Crawford Gregory Jason
✚
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CA | 171.6 M |
|
CAVU Wealth Advisors LLC
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CA | 171.6 M |
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Scottsdale Wealth Planning Inc
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AZ | 171.5 M |
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RJ Cloud Advisors & Company
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OK | 171.3 M |
|
Wilhelm Financial Services PLLC
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171.3 M | |
|
Hegarty Advisors LLC
✚
|
NY | 171.1 M |
|
Wealth Engineering LLC
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AZ | 171.0 M |
|
RMR Capital Management LLC
✚
|
CA | 170.8 M |
|
Taylor Wealth Management LLC
✚
|
CA | 170.5 M |