Be advised. This firm is no longer registered.

Genesee Investments

Genesee Investments (CRD# 122261) is a financial advisory firm headquartered in Bellevue, WA. They manage $398,201 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $99,550
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
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.