GENESIS FINANCIAL GROUP, LLC

GENESIS FINANCIAL GROUP, LLC of PARAMUS, NJ is an SEC-registered investment adviser (CRD 327996). Regulatory assets under management: $171.3M.

Registration

• CRD: 327996
• SEC file number: 801-131745
• Type: Registered investment adviser
• Location: 80 W CENTURY ROAD, SUITE 303, PARAMUS, NJ, 07652
• Phone: 551-284-4023
• Latest filing: 2026-03-11
• Regulatory AUM: $171.3M
• Discretionary AUM: $171.3M
• Clients: 2
• Accounts: 224

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search