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 registered investment adviser, formed in 2013 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm is owned by an individual and does not identify as an active ESG investor or a multi-state 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 1JEAN MARIE HART
Founding Partner and COOCRD 1564184
Contacts
2 of 2RYAN 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 87Active vs passive
$222M in ETFs
99%
$221M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $40.9M | 1,629,524 | 18.40% |
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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