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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