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Home > Retirement Planners > new jersey > mahwah > GENESIS FINANCIAL GROUP, LLC
GENESIS FINANCIAL GROUP, LLC
1000 Wyckoff Avenue
3rd Floor
Mahwah, New Jersey 07430
Tel: 551-284-4023
About GENESIS FINANCIAL GROUP, LLC
GENESIS FINANCIAL GROUP, LLC, formally registered with the SEC as GENESIS FINANCIAL GROUP, LLC. The firm was established in 01/10/2025. They have over 1 offices throughout the country.
GENESIS FINANCIAL GROUP, LLC is a Mahwah, New Jersey based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | 120-Day Approval |
|---|---|
| Firm CRD# | 327996 |
| SEC# | 801-131745 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM |
|---|
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