TAP CONSULTING, LLC
Legal name: GENEX CONSULTING
CRD #145772 SEC #801-112450 KIRKWOOD, MO 314-590-5900
SEC Registered
Total AUM
$635M
Discretionary
$522.8M
Employees
20
Clients
101
Accounts
1,880
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $635M | $522.8M | $112.1M | 20 | 20 |
| Mar 2024 | $605.5M | $505.3M | $100.2M | 20 | 19 |
| May 2023 | $496.3M | $439.9M | $56.4M | 19 | 12 |
| Mar 2023 | $496.3M | $439.9M | $56.4M | 19 | 12 |
| Mar 2022 | $546.4M | $474M | $72.3M | 21 | 13 |
| Jun 2021 | $535.9M | $438M | $97.9M | 16 | 2 |
| Mar 2021 | $535.9M | $438M | $97.9M | 16 | 2 |
| Dec 2020 | $427.8M | $336M | $91.8M | 13 | 2 |
| Jun 2020 | $427.8M | $336M | $91.8M | 13 | 2 |
| Jun 2020 | $427.8M | $336M | $91.8M | 13 | 2 |
| Mar 2020 | $427.8M | $336M | $91.8M | 13 | 2 |
| May 2019 | $292M | $290M | $2M | 12 | 0 |
| Apr 2019 | $292M | $290M | $2M | 12 | 0 |
| Mar 2019 | $292M | $290M | $2M | 12 | 0 |
| Jan 2019 | $250.3M | $228.3M | $22M | 11 | 0 |
| Jan 2019 | $250.3M | $228.3M | $22M | 11 | 0 |
| Jul 2018 | $239M | $239M | $8K | 11 | 0 |
| Jan 2018 | $100M | $100M | $0 | 11 | 0 |
| Jan 2018 | $100M | $100M | $0 | 11 | 0 |
DateMar 2025
Total AUM$635M
Discretionary$522.8M
Non-Disc.$112.1M
Employees20
Clients20
DateMar 2024
Total AUM$605.5M
Discretionary$505.3M
Non-Disc.$100.2M
Employees20
Clients19
DateMay 2023
Total AUM$496.3M
Discretionary$439.9M
Non-Disc.$56.4M
Employees19
Clients12
DateMar 2023
Total AUM$496.3M
Discretionary$439.9M
Non-Disc.$56.4M
Employees19
Clients12
DateMar 2022
Total AUM$546.4M
Discretionary$474M
Non-Disc.$72.3M
Employees21
Clients13
DateJun 2021
Total AUM$535.9M
Discretionary$438M
Non-Disc.$97.9M
Employees16
Clients2
DateMar 2021
Total AUM$535.9M
Discretionary$438M
Non-Disc.$97.9M
Employees16
Clients2
DateDec 2020
Total AUM$427.8M
Discretionary$336M
Non-Disc.$91.8M
Employees13
Clients2
DateJun 2020
Total AUM$427.8M
Discretionary$336M
Non-Disc.$91.8M
Employees13
Clients2
DateJun 2020
Total AUM$427.8M
Discretionary$336M
Non-Disc.$91.8M
Employees13
Clients2
DateMar 2020
Total AUM$427.8M
Discretionary$336M
Non-Disc.$91.8M
Employees13
Clients2
DateMay 2019
Total AUM$292M
Discretionary$290M
Non-Disc.$2M
Employees12
Clients0
DateApr 2019
Total AUM$292M
Discretionary$290M
Non-Disc.$2M
Employees12
Clients0
DateMar 2019
Total AUM$292M
Discretionary$290M
Non-Disc.$2M
Employees12
Clients0
DateJan 2019
Total AUM$250.3M
Discretionary$228.3M
Non-Disc.$22M
Employees11
Clients0
DateJan 2019
Total AUM$250.3M
Discretionary$228.3M
Non-Disc.$22M
Employees11
Clients0
DateJul 2018
Total AUM$239M
Discretionary$239M
Non-Disc.$8K
Employees11
Clients0
DateJan 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees11
Clients0
DateJan 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees11
Clients0