This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- CapitalBridge summit
- Established Date
- 04-30-2018
- Office Locations
- 1
Office Locations
About Gineris Wealth Management
Gineris Wealth Management provides customized financial planning for individuals and business owners, with guidance on retirement planning (including workplace plan selection), college savings strategies such as 529 plans, and life insurance reviews and product selection. The firm emphasizes advice tailored to personal and business circumstances and related legal/compliance considerations, and supports planning workflows using platforms like Envestnet MoneyGuide; custody includes SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY MICHAEL SHAW
Chief Compliance Officer, Managing Member
- CRD
- #4513902
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
BENJAMIN REID TEGELER
--
- CRD
- #7443650
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $89,187,322 | -- |
| Total | $89,187,322 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $89,187,322
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,490,399,853 | 26.5% |
| Equity - Exchange | $2,300,277,509 | 40.9% |
| Cash | $1,833,473,026 | 32.6% |
| Total | $5,624,150,388 | 100.0% |