Genesee Investments

Genesee Investments (CRD# 122261) is a financial advisory firm headquartered in Bellevue, WA. They manage $21,306,171 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One 100th Ave. Ne, Suite 102, Bellevue, WA 98004
http://www.geneseeinv.com/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $5,326,543
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • 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.

WA

Financial Advisors at Genesee Investments
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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