Genesis Asset Management Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,578,443
Clients
136
66% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
136
Very HighAverage account size
$636,606
About
Genesis Asset Management Group, Inc. is a small, privately owned investment adviser that provides discretionary asset management and financial planning to individual clients, including high‑net‑worth individuals, and to trusts and estates. The firm reports about $86.6 million in discretionary assets under management across roughly 136 client relationships and offers managed accounts via the AssetMark platform.
The firm builds portfolios around each client's documented goals, time horizon and risk tolerance, providing ongoing monitoring and periodic (at least quarterly) reviews to assess suitability and rebalancing needs. Portfolio construction and trade execution frequently rely on third‑party portfolio strategists who maintain models and execute trades on the AssetMark platform while the firm retains overall client responsibility and discretionary authority.
Noteworthy distinctions include that the firm’s principal also serves as a registered representative of a broker‑dealer and as a licensed insurance agent, dedicating approximately half of their time to those activities and receiving external compensation for products sold; the firm discloses these conflicts and describes procedures intended to mitigate them. The firm also requires use of specified custodians, may receive research or other economic benefits from custodians, and generally does not vote client proxies unless assistance is requested.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Fee options
All assets+: 1.60% annually (negotiable)
Commissions received by registered representative for sale of securities and insurance products through affiliated broker-dealer Osaic Wealth, Inc.
$595 per hour for financial planning
Main office location
Genesis Asset Management Group, Inc.
Centerport NY, United States
Number of offices
2
Most active in
Genesis Asset Management Group, Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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