Genesee Capital Advisors, LLC
Firm details
- Headquarters
- Auburn, New York
- CRD number
- 167353
- Registered since
- April 16, 2013
- Website
- www.geneseeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.85%
- Individuals27.05%
- Charitable Organizations3.49%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Genesee Capital Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm serves both individual and family clients as well as institutional relationships and bills using a mix of asset-based fees, hourly charges, and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not identify as an active ESG investor and is not flagged as a multi-state or related adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jean Marie Hart
Founding Partner and COOCRD 1564184
Contacts
2 of 2
Ryan Pine
Founding PartnerCRD 4848779
Michael Hearn
Founding PartnerCRD 2131707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$289M in ETFs
95%
$275M
5%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $30.5M | 1,052,859 | 10.56% |
Location
Auburn, NY
Cayuga
Location
Auburn, NY
Headquartered in Auburn, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Cayuga
- Address
- 46 South St
- Time zone
- ET (UTC-5)
- Office locations
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