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Genesis Advisors, LLC

EST. AUM
$121,222,670

CONTACTS
2

CLIENT ACCOUNTS
364

Firm Details

Metro area Indianapolis
CRD Number 151976
Website genesisadvisors.net
Client types

Overview

Genesis Advisors, LLC is a U.S.-based registered investment advisory firm headquartered in Fishers, Indiana, providing financial planning and portfolio management services to individuals, small businesses, and institutional clients. The firm’s registration with state securities regulators enables it to offer advisory services in Indiana and other jurisdictions where it is properly registered or exempt. Genesis Advisors focuses on personalized client relationships and customized investment strategies rather than a one-size-fits-all model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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