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GENESIS WEALTH ADVISORS, LLC

Tel: 781-344-1023
400 Washington Street
Suite 308
Braintree, Massachusetts  02184

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GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC is a Braintree, Massachusetts based financial advisory firm with nearly $175,197,606 in assets under management and provides investment advisory services for 544 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

158388

SEC#:

801-72604

No. of Clients:

544

Assets under Management

$175,197,606

No. of Advisors:

7

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