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THE GENWEALTH GROUP, INC.
6 Inwood Place
Maplewood, New Jersey 07040
Tel: 973-761-0400
About THE GENWEALTH GROUP, INC.
THE GENWEALTH GROUP, INC, formally registered with the SEC as THE GENWEALTH GROUP, INC. The firm was established in 10/21/2010. They have over 1 offices throughout the country.
THE GENWEALTH GROUP, INC. is a Maplewood, New Jersey based Financial Planning firm with nearly $391,782,941 assets under management, offering retirement planning & investment advisory services to 248 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154569 |
| SEC# | 801-71876 |
| Assets Managed by Firm | $391,782,941 |
| No. of Clients | 248 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 248 | $391,782,941 |
| Individuals (other than high net worth individuals) | 129 | $67,781,274 |
| High net worth individuals | 119 | $324,001,667 |
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