Key facts
- GENESIS FINANCIAL GROUP, LLC is a other based in PARAMUS, NJ.
- GENESIS FINANCIAL GROUP, LLC has 1 fund on record, raising $1.2M across the 1 that report a size.
- GENESIS FINANCIAL GROUP, LLC reports $585K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 327996- Regulatory AUM
- $585K
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- PARAMUS, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for GENESIS FINANCIAL GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Genesis Financial Services Fund, LLC2014$1.2M
$1.2M raised across the 1 fund that report a size
Frequently asked
- What is GENESIS FINANCIAL GROUP, LLC's AUM?
- GENESIS FINANCIAL GROUP, LLC manages approximately $585K in assets.