Be advised. This firm is no longer registered.

Genesis Asset Management, LLC

Genesis Asset Management, LLC (CRD# 144971) is a financial advisory firm headquartered in Chicago, IL. They manage $50,452,854 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $1,801,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

IL

Financial Advisors at Genesis Asset Management, LLC
No Advisor Found.
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