$129.3M Total AUM
$129.3M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2000
- Office Locations
- 1
Office Locations
-- Steamboat Springs CO
About Genereux Investment Management, Inc.
Genereux Investment Management, Inc. is a Steamboat Springs, CO RIA providing comprehensive financial planning, retirement planning, and discretionary investment management tailored to clients’ time horizon and risk tolerance. The practice emphasizes long-term, multi-generational relationships with families and select businesses, and primarily custodies assets with Charles Schwab.
Team overview
58 AVG AGE
$129.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
25.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
North delta Optima Summit
Client Personas
Peak optima
Investment Themes
Quantum Element momentum Timber alpha
Investment Vehicles
Focus
Services
Vital oak Crest wave Foundation Momentum oak Quantum momentum Element
Owner & Executives
MARK ALAN GENEREUX
Chief Compliance Officer, President
- CRD
- #1814740
- Ownership
- 75% or more
(977) 612-2485
crest.quantum@meridiancapital.com
in linkedin.com/in/harbor-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,305,177 | $511,088 |
| Non-Discretionary | $0 | -- |
| Total | $129,305,177 | $511,088 |
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Separately Managed Accounts
Total SMA Asset: $129,305,177
Public Funds:
22.4% Equity - Exchange:
17.5% Cash:
16.9% U.S. Government/Agency:
16.0% Municipal Bonds:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $268,436,812 | 22.4% |
| Equity - Exchange | $209,716,259 | 17.5% |
| Cash | $202,525,987 | 16.9% |
| U.S. Government/Agency | $191,740,580 | 16.0% |
| Municipal Bonds | $325,958,986 | 27.2% |
| Total | $1,198,378,624 | 100.0% |