← Tributary

GENESIS ASSET MANAGEMENT GROUP, INC.

· CRD 125350 · IAPD ↗ · genesisassetmgmt.com · 212-856-9000

$86.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — GENESIS ASSET MANAGEMENT GROUP, INC. (location n/a) left the SEC roster (was $86.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
February 2025 — GENESIS ASSET MANAGEMENT GROUP, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2024 — GENESIS ASSET MANAGEMENT GROUP, INC. reported RAUM up 27% ($51.2M -> $64.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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