Genesee Capital Advisors Review

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Genesee Capital Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 2 advisors. Genesee Capital Advisors manages $151.9 million and provides investment advisory services for 375 clients (1:188 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $405,091
Hybrid Advisor No
Disciplinary History No
Total AUM $151.9 million
Advisor / Client Ratio 1:188
Headquarters Auburn, NY
SEC Filings Forms and Brochures    (CRD # 167353)
State(s) Registered AL, DC, FL, MD, NH, NY, PA, TX, VA

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