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Genex Consulting

EST. AUM
$634,959,615

CONTACTS
15

CLIENT ACCOUNTS
1,880

Firm Details

Metro area St. Louis
CRD Number 145772
Website genexstl.com
Client types

Overview

The Red Door represents openness and collaboration. The firm was established based on shared values and a commitment to prioritizing clients' needs. Its founders, Brian, Mike, and Chad, worked together at Lincoln Financial before pursuing separate ventures—Mike and Brian founded Genex Consulting, while Chad established Panoptic Wealth Advocates. In 2018, the two firms merged to combine their expertise and offer financial services.

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Alternative Activity

Address

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

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