Overview
Assets Under Management: $87 million
High-Net-Worth Clients: 90
Average Client Assets: $0.9 million
Frequently Asked Questions
GENESIS ASSET MANAGEMENT GROUP, INC. 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 #125350), GENESIS ASSET MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
GENESIS ASSET MANAGEMENT GROUP, INC. serves 90 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, GENESIS ASSET MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GENESIS ASSET MANAGEMENT GROUP, INC. manages $87 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, GENESIS ASSET MANAGEMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.62%
Average Client Assets: $0.9 million
Total Client Accounts: 196
Discretionary Accounts: 196
Regulatory Filings
CRD Number: 125350
Filing ID: 2039571
Last Filing Date: 2026-01-16 09:33:29