Genesis Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Paramus, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $171M in regulatory assets under management, 2 employees, and 224 accounts.
Assets Under Management
$171M
Employees
2
Offices
--
Total Clients
73
Primary office
PARAMUS, NJ
80 W CENTURY ROAD, SUITE 303, PARAMUS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.6% of total clients.
Top client categories% of clientsClients
1
Individuals
61.6%
45
2
HNWI
34.2%
25
3
Pooled Investment Vehicles
1.4%
1
4
Pension Plans
1.4%
1
5
Corporations
1.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 11, 2026
Discretionary100.0%
$171M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts224
10Y AUM Change+$171M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.