Overview
Assets Under Management: $375 million
Headquarters: AUBURN, NY
High-Net-Worth Clients: 96
Average Client Assets: $2 million
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