GENESIS ASSET MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- ,
- CRD number
- 125350
- Registered since
- September 19, 2016
- Website
- www.genesisassetmgmt.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.62%
- Individuals7.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Genesis Asset Management Group, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2016. The firm acts as a capital allocator for individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when appropriate. Its billing combines a percentage-of-AUM fee with hourly charges. FINTRX notes the firm is not an active ESG investor, does not operate as a multi‑state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds83%
- Exchange Traded Equities10%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
1 of 1SEBASTIAN TRISCARI
Owner, PresidentCRD 1480234
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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