Genfi LLC

RIASEC Registered

Total AUM

$50.5M

Discretionary

$48.9M

97% of AUM

Avg account

$169K

Accounts

299

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 156464
Website: www.genfiffs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.31%
Individuals22.49%
Pension & Profit Sharing Plans9.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Genfi LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of advice and implementation: financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its billing approaches include percentage of assets under management, hourly fees, and fixed fees. Genfi also lists accounting among its business activities and industry affiliations. The adviser does not identify as an active ESG investor and is not described as multi‑state, a pension consultant, or affiliated with a related adviser.