Genspring Family Offices, LLC

Genspring Family Offices, LLC (CRD# 109278) is a financial advisory firm headquartered in Jupiter, FL. They manage $8,647,514,853 in 6,824 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,648
    MILLION
  • Total Number of Accounts
    6,824
    ACCOUNTS
  • Average Account Value
    $1,267,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Genspring Family Offices, LLC
Showing 1 - 10 of 59 top financial advisors.
1
Ernest N. Dawal
CRD#: 2907235
303 Peachtree St., Atlanta, GA 30308
96
Wealthminder
score

Ernest Dawal (CRD# 2907235) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

2
Howard M. Fleming
CRD#: 1705075
4401 Northlake Parkway, Suite 120, Atlanta, GA 30327
96
Wealthminder
score

Howard Fleming (CRD# 1705075) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Howard Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Puneet S. Sahi
CRD#: 2943456
151 Kalmus Drive, Suite J-1, Costa Mesa, CA 92626
96
Wealthminder
score

Puneet Sahi (CRD# 2943456) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Costa Mesa, CA and has over 13 years of experience in the finance industry.

4
Jonathan E. Shumate
CRD#: 4130624
4064 Colony Rd, Ste 195, Charlotte, NC 28211
96
Wealthminder
score

Jonathan Shumate (CRD# 4130624) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Jonathan Shumate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Marcus D. Theriault
CRD#: 3131309
4401 Northside Parkway Nw, Ste 120, Atlanta, GA 30327
96
Wealthminder
score

Marcus Theriault (CRD# 3131309) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Marcus Theriault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Nathan C. Willis
CRD#: 2612164
4064 Colony Rd., Ste 195, Charlotte, NC 28211
96
Wealthminder
score

Nathan Willis (CRD# 2612164) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

7
Stephen A. Brasier
CRD#: 2337803
4445 Willard Avenue, Suite 1010, Chevy Chase, MD 20815
93
Wealthminder
score

Stephen Brasier (CRD# 2337803) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Chevy Chase, MD and has over 23 years of experience in the finance industry.

8
Kristina B. Bryn
CRD#: 5645319
777 Brickell Ave, Ste 210, Miami, FL 33131
93
Wealthminder
score

Kristina Bryn (CRD# 5645319) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Miami, FL and has over 7 years of experience in the finance industry.

9
Susan M. Cahill
CRD#: 5593364
777 Brickell Ave, Ste 210, Miami, FL 33131
93
Wealthminder
score

Susan Cahill (CRD# 5593364) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Miami, FL and has over 7 years of experience in the finance industry.

10
Justin M. Callaway
CRD#: 5416335
150 South Us Highway 1, Jupiter, FL 33477
93
Wealthminder
score

Justin Callaway (CRD# 5416335) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Jupiter, FL and has over 9 years of experience in the finance industry.

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