Genesis Asset Management Group, Inc.

EST. AUM
$86,578,443

CONTACTS

CLIENT ACCOUNTS
196

Firm Details

Metro area New York City
CRD Number 125350
Website genesisassetmgmt.com
Client types

Overview

Genesis Asset Management Group, Inc. is a New York-based registered investment adviser focused on wealth management and financial planning for individuals, families, and businesses. The firm provides investment management, retirement planning, estate strategies, tax coordination, and risk-management guidance. Its approach is based on tailoring portfolios and financial plans to each client's objectives, time horizon, and risk tolerance rather than applying a single standardized strategy. Genesis also coordinates with tax accountants, estate attorneys, insurance professionals, and other specialists as part of its broader planning model. OneDigital reported that Genesis managed more than $240 million in assets as of June 1, 2026 and served clients across more than 20 U.S. states. The business was founded and led by Sebastian Triscari and has operated for more than three decades. On July 9, 2026, OneDigital Investment Advisors announced that Genesis had joined OneDigital, integrating the firm into its national wealth-management platform.

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Address

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

Genesis Asset Management Group, Inc.

Platform Details

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