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GENEREUX INVESTMENT MANAGEMENT, INC.

· CRD 117436 · IAPD ↗ · 712-256-7500

$129.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
April 2024 — GENEREUX INVESTMENT MANAGEMENT, INC. filed an Item 4A succession naming GENEREUX INVESTMENT MANAGEMENT, INC. (CRD 117436) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.