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).
Total Assets Under Management20MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$4,908,550
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)