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GENEX CONSULTING
10900 Manchester Rd.
Suite 100
Kirkwood, Missouri 63122
Tel: 314-590-5900
About GENEX CONSULTING
GENEX CONSULTING, formally registered with the SEC as GENEX CONSULTING. The firm was established in 02/15/2018. They have over 1 offices throughout the country.
GENEX CONSULTING is a Kirkwood, Missouri based Financial Planning firm with nearly $605,481,331 assets under management, offering retirement planning & investment advisory services to 2465 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145772 |
| SEC# | 801-112450 |
| Assets Managed by Firm | $605,481,331 |
| No. of Clients | 2465 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2465 | $605,481,331 |
| Individuals (other than high net worth individuals) | 1296 | $250,334,327 |
| High net worth individuals | 93 | $252,215,845 |
| Pension and profit sharing plans | 10 | $55,133,764 |
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|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
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