Overview
Assets Under Management: $102 million
Headquarters: PARAMUS, NJ
High-Net-Worth Clients: 33
Average Client Assets: $2.3 million
Frequently Asked Questions
GENESIS FINANCIAL GROUP, 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 #327996), GENESIS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
GENESIS FINANCIAL GROUP, LLC is headquartered in PARAMUS, NJ.
GENESIS FINANCIAL GROUP, LLC serves 33 high-net-worth clients according to their SEC filing dated October 24, 2025. View client details ↓
According to their SEC Form ADV, GENESIS FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GENESIS FINANCIAL GROUP, LLC manages $102 million in client assets according to their SEC filing dated October 24, 2025.
According to their SEC Form ADV, GENESIS FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.53%
Average Client Assets: $2.3 million
Total Client Accounts: 244
Discretionary Accounts: 244
Regulatory Filings
CRD Number: 327996
Filing ID: 2023755
Last Filing Date: 2025-10-24 19:59:24