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, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (2025) and manages client portfolios on a fee basis tied to assets under management. Its stated advisory focus is financial planning and portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Genesis does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$60.5M in ETFs
90%
$54.4M
4%
$6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $7.6M | 25,171 | 12.51% |
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
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