GENESIS FINANCIAL GROUP, LLC
CRD #327996 SEC #801-131745 PARAMUS, NJ 551-284-4023
SEC Registered
Total AUM
$102M
Discretionary
$102M
Employees
2
Clients
1
Accounts
244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $102M | $102M | $0 | 2 | 0 |
| May 2025 | $102M | $102M | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 1 | 0 |
| Sep 2023 | $0 | $0 | $0 | 1 | 0 |
| Sep 2023 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0