Overview
Assets Under Management: $375 million
Headquarters: AUBURN, NY
High-Net-Worth Clients: 96
Average Client Assets: $2 million
Frequently Asked Questions
GENESEE CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167353), GENESEE CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GENESEE CAPITAL ADVISORS, LLC is headquartered in AUBURN, NY.
GENESEE CAPITAL ADVISORS, LLC serves 96 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, GENESEE CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GENESEE CAPITAL ADVISORS, LLC manages $375 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, GENESEE CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,605
Discretionary Accounts: 1,594
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 167353
Last Filing Date: 2025-02-11 00:00:00
Website: https://geneseeadvisors.com