Genesis Financial Advisory Services, Llc.
Genesis Financial Advisory Services, Llc. (CRD# 125198) is a financial advisory firm headquartered in New York, NY. They manage $37,024,955 in 187 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts187ACCOUNTS
Average Account Value$197,994
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, LA, NJ, NY, TX, VT