Genesee Investments
Genesee Investments (CRD# 122261) is a financial advisory firm headquartered in Bellevue, WA. They manage $19,634,198 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$4,908,550
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

Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.