GENESIS FINANCIAL ADVISORY SERVICES, LLC.
CRD #125198 SEC #801-66621 NEW YORK, NY 212-871-9898
SEC Registered
Total AUM
$37M
Discretionary
$0
Employees
3
Clients
1
Accounts
187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $25.8M | $0 | $25.8M | 2 | 26 |
| Mar 2014 | $37M | $0 | $37M | 3 | 26 |
| Mar 2013 | $33.3M | $0 | $33.3M | 3 | 26 |
| Apr 2012 | $28.3M | $0 | $28.3M | 1 | 26 |
| Mar 2012 | $28.3M | $0 | $28.3M | 1 | 26 |
| Mar 2012 | $28.3M | $0 | $28.3M | 1 | 26 |
| Mar 2011 | $26.8M | $21.1M | $5.7M | 5 | -- |
| Feb 2009 | $27.3M | $27.3M | $0 | 5 | -- |
| Feb 2007 | $39M | $0 | $39M | 5 | -- |
DateMar 2015
Total AUM$25.8M
Discretionary$0
Non-Disc.$25.8M
Employees2
Clients26
DateMar 2014
Total AUM$37M
Discretionary$0
Non-Disc.$37M
Employees3
Clients26
DateMar 2013
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees3
Clients26
DateApr 2012
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees1
Clients26
DateMar 2012
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees1
Clients26
DateMar 2012
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees1
Clients26
DateMar 2011
Total AUM$26.8M
Discretionary$21.1M
Non-Disc.$5.7M
Employees5
Clients--
DateFeb 2009
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees5
Clients--