Overview
Assets Under Management: $175 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 544
Discretionary Accounts: 544
Regulatory Filings
CRD Number: 158388
Last Filing Date: 2025-01-28 00:00:00
Website: https://genesisadvisors.com