CRD: 125350
Genesis Asset Management Group, Inc.
Centerport, NY
2128569000
$86.6M Total AUM
$86.6M Disc. AUM
19.7% 3Y CAGR
2 Employees
136 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2016
- Office Locations
- 1
Office Locations
-- Centerport NY
About Genesis Asset Management Group, Inc.
Genesis Asset Management Group, Inc. is a Centerport-based RIA. The firm has been operating for 10 years. Managing $86.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$86.6M AVG AUM / ADVISOR
$636.6K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Unlock to see real insight on eagle crest.
Premium access reveals conviction themes in signal delta unison.
See the complete signal summary connected to eagle.
Full visibility includes strategy notes for atlas timber.
Request access to benchmark trends tied to ridge.
Premium access reveals conviction themes in capital peak peak.
See the complete signal summary connected to wave.
Upgrade to reveal position-level detail across ember capital.
Asset Classes
Harbor
Client Personas
Matrix matrix
Investment Themes
Horizon timber Harbor pioneer Vector
Investment Vehicles
Value unison
Platform
Catalyst
Services
Insight Pioneer matrix Capital zenith Pioneer Oak
Owner & Executives
SEBASTIAN BONONE TRISCARI
Chief Compliance Officer, President, Principal
- CRD
- #1480234
- Ownership
- 75% or more
(579) 285-1090
atlas.summit@crestcapital.com
in linkedin.com/in/pathway-meridian
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 | $86,578,443 | $441,727 |
| Non-Discretionary | $0 | -- |
| Total | $86,578,443 | $441,727 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $86,578,443
Public Funds:
27.3% Equity - Exchange:
22.9% Cash:
21.7% U.S. Government/Agency:
18.8% Municipal Bonds:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $752,228,496 | 27.3% |
| Equity - Exchange | $630,990,204 | 22.9% |
| Cash | $597,925,215 | 21.7% |
| U.S. Government/Agency | $518,018,158 | 18.8% |
| Municipal Bonds | $256,253,663 | 9.3% |
| Total | $2,755,415,736 | 100.0% |