GENESIS MARKETING GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
HINSDALE, Illinois
CRD number
132388
Fee structure
Hourly Charges, Fixed Fees, Other

Firm profile

FINTRX

Overview

Genesis Marketing Group is a corporate entity owned by an individual that provides advisory and specialty services to institutional clients. The firm is identified as operating outside of standard advisor classifications and does not present itself as a capital allocator. Its business activities include registered municipal advisory work and functions as a commodity pool operator or commodity trading advisor, indicating a focus on municipal markets and derivatives/managed-futures type products or services. Fee arrangements listed for the firm include hourly charges, fixed fees and other non-standard fee structures. Genesis Marketing Group does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RONALD OLDENKAMP

    PresidentCRD 351862

  • STEPHANIE OLDENKAMP

    DirectorCRD 6308608

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HINSDALE, IL

DU PAGE

Location

HINSDALE, IL

Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
19 N Grant St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth