The Genwealth Group, Inc.
Firm details
- Headquarters
- Maplewood, New Jersey
- CRD number
- 154569
- Registered since
- October 21, 2010
- Website
- thegenwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.76%
- Individuals10.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Genwealth Group, Inc. is an independent registered investment adviser that focuses on individual and family clients. The firm is SEC-registered (initial registration recorded in 2010) and is structured as a corporation owned by an individual. Its advisory model blends percentage-of-AUM and fixed-fee billing and also includes insurance brokerage services. Core advisory activities listed by the firm are financial planning, portfolio management for individuals and small businesses, publication of periodic newsletters, and delivery of educational seminars and workshops. The firm identifies as an active ESG investor.
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 Funds92%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$668M in ETFs
92%
$616M
3%
$52.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $56.7M | 726,552 | 8.49% |
Location
Maplewood, NJ
Essex
Location
Maplewood, NJ
Headquartered in Maplewood, 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
- Essex
- Address
- 6 Inwood Pl
- Time zone
- ET (UTC-5)
- Office locations
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