GENESIS FINANCIAL ADVISORY SERVICES, LLC.
GENESIS FINANCIAL ADVISORY SERVICES, LLC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 125198). Regulatory assets under management: $25.8M.
Registration
- CRD: 125198
- SEC file number: 801-66621
- Type: Registered investment adviser
- Location: 20 EAST 46TH STREET, SUITE 1401, NEW YORK, NY, 10017
- Phone: 212-871-9898
- Latest filing: 2015-03-31
- Regulatory AUM: $25.8M
- Non-discretionary AUM: $25.8M
- Clients: 2
- Accounts: 151
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SALERNO MARK | PRESIDENT/ MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER (2006) | — |
More on this firm