Genesis Investments
Genesis Investments (CRD# 310878) is a financial advisory firm headquartered in Ooltewah, TN. They manage $59,131,331 in 465 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management59MILLION
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$127,164
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, TN, TX
Martin Conley (CRD# 6691582) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 7 years of experience in the finance industry.
James Dees (CRD# 6390237) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 9 years of experience in the finance industry.
Michele Sloan (CRD# 5642296) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 10 years of experience in the finance industry.