$50.5M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2011
- Office Locations
- 1
Office Locations
1016 West Jackson Chicago IL
About Genfi LLC
GENFI LLC is a Chicago-based, owner-led RIA providing investment management, financial planning, consulting, and family office services for retail and institutional clients. Portfolios are built primarily with public funds and ETFs alongside cash and U.S. government/agency exposure, with an emphasis on asset allocation and risk management, and custody via Charles Schwab.
Team overview
51 AVG AGE
$50.5M AVG AUM / ADVISOR
$673.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon Vertex bridge Vertex Capital pioneer
Custodian
Quantum atlas
Investment Themes
Vital Quantum Atlas
Investment Vehicles
Legacy Eagle
Services
Beacon Capital fusion Crest Fusion matrix Ember momentum Radial Wave Optima Summit element Eagle
Owner & Executives
J
JULIA ANN ZAKARIAS
Director, Managing Member
- CRD
- #5012680
- Ownership
- 75% or more
(884) 461-3162
momentum.catalyst@primecapital.com
in linkedin.com/in/wave-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,882,563 | -- |
| Non-Discretionary | $1,591,750 | -- |
| Total | $50,474,313 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,474,313
Public Funds:
35.8% Cash:
30.7% Equity - Exchange:
33.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,621,484,571 | 35.8% |
| Cash | $2,248,032,859 | 30.7% |
| Equity - Exchange | $2,453,065,171 | 33.5% |
| Total | $7,322,582,601 | 100.0% |