GENESIS FINANCIAL GROUP, LLC
Firm details
- Headquarters
- PARAMUS, New Jersey
- CRD number
- 327996
- Registered since
- January 10, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.97%
- HNWI28.02%
- Pooled Investment Vehicles10.51%
- Pension & Profit Sharing Plans0.88%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Genesis Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2025 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its compensation model is a percentage-of-AUM fee structure. The firm reports an affiliation with an insurance company and is not positioned as a capital allocator or pension consultant. Genesis is not identified as an active ESG investor and does not operate as a multi-state 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
- Exchange Traded Equities85%
- US Government Bonds6%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1ROBERT BUONANNO
President, CCOCRD 3058994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$70.1M in ETFs
83%
$58.3M
8%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $6.9M | 127,665 | 9.84% |
Location
PARAMUS, NJ
BERGEN
Location
PARAMUS, NJ
Headquartered in PARAMUS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 80 W Century Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GROESBECK INVESTMENT MANAGEMENT CORP
RIAPARAMUS, NJ
BREAKWATER CAPITAL GROUP
RIAPARAMUS, NJ
VALLEY WEALTH MANAGERS, INC.
RIAPARAMUS, NJ
DAVIDSON WEALTH MANAGEMENT LLC
RIAFORKED RIVER, NJ
ZYNERGY RETIREMENT PLANNING
RIARED BANK, NJ
LEATHERBACK INVESTMENTS LLC
RIALAKEWOOD, NJ