Genery Wealth Management, LLC
Genery Wealth Management, LLC (CRD# 172272) is a financial advisory firm headquartered in Portsmouth, NH. They manage $44,895,418 in 373 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts373ACCOUNTS
Average Account Value$120,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, ME, NH, VA
Richard Seery (CRD# 1153315) is an Investment Advisor Representative working at Genery Wealth Management, LLC in Center Sandwich, NH and has over 33 years of experience in the finance industry.
Marilyn Genery (CRD# 4414881) is an Investment Advisor Representative working at Genery Wealth Management, LLC in Portsmouth, NH and has over 11 years of experience in the finance industry.