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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2020
- Office Locations
- 1
Office Locations
About TIP TOP Financial Advisors
Genesis Financial Consultants provides personalized financial planning and investment guidance for individuals and small businesses, including budgeting, retirement planning, and ongoing portfolio management. The firm emphasizes technology-enabled advice—automated tools and emerging tech like AI/blockchain—to support informed decisions. Public filings indicate portfolios implemented primarily with ETFs, with custody through Interactive Brokers.
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Owner & Executives
WAYNE LEONARD PHILLIPS
Financial Advisor, General Partner, President
- CRD
- #6241117
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $526,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $526,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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