GENESEE CAPITAL ADVISORS, LLC

46 South Street
Auburn, New York 13021
Tel: 315-554-3020

About GENESEE CAPITAL ADVISORS, LLC

GENESEE CAPITAL ADVISORS, LLC, formally registered with the SEC as GENESEE CAPITAL ADVISORS, LLC. The firm was established in 04/16/2013. They have over 1 offices throughout the country.

GENESEE CAPITAL ADVISORS, LLC is a Auburn, New York based Financial Planning firm with nearly $375,236,504 assets under management, offering retirement planning & investment advisory services to 1605 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167353
SEC#	801-77930
Assets Managed by Firm	$375,236,504
No. of Clients	1605
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1605	$375,236,504
Individuals (other than high net worth individuals)	440	$119,168,464
High net worth individuals	96	$239,054,827
Charitable organizations	7	$15,229,196
Corporations or other businesses	6	$1,784,017

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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