Genereux Investment Management, Inc.

Genereux Investment Management, Inc. (CRD# 117436) is a financial advisory firm headquartered in Council Bluffs, IA. They manage $78,035,519 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $296,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Genereux Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark A. Genereux
CRD#: 1814740
149 W. Broadway, Council Bluffs, IA 51503
93
Wealthminder
score

Mark Genereux (CRD# 1814740) is an Investment Advisor Representative working at Genereux Investment Management, Inc. in Council Bluffs, IA and has over 25 years of experience in the finance industry.

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