$129.3M Total AUM
$129.3M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
25.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Request access to benchmark trends tied to bridge.
Full visibility includes strategy notes for frontier crest quantum.
Unlock to see real insight on oak catalyst.
Upgrade to reveal position-level detail across zenith ridge.
Request access to benchmark trends tied to beacon.
Unlock to compare peer behavior around radial capital.
Request access to benchmark trends tied to radial zenith.
Unlock to compare peer behavior around horizon vertex.
Asset Classes
North delta Optima
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |