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 organized as an LLC. It is SEC-registered (2025) and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Core advisory services listed are comprehensive financial planning and portfolio management for individuals and small businesses. Genesis reports an affiliation with an insurance company and does not position itself as a capital allocator or an active ESG investor.
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 Equities85%
- US Government Bonds6%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
Robert Buonanno
President, CCOCRD 3058994
Wealth 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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