Investment adviser · CRD 125198

GENESIS FINANCIAL ADVISORY SERVICES, LLC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$25.8M
Form ADV · Item 5.F
Client accounts
151
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

99 PARK AVE, SUITE 1920
NEW YORK, NY, 10016, United States

CRD 125198

Filing source

Form ADV 902612 · Mar 31, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.