GENEREUX INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- ,
- CRD number
- 117436
- Registered since
- December 7, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.09%
- Individuals9.23%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Genereux Investment Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1MARK GENEREUX
PresidentCRD 1814740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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