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GENNX360 MANAGEMENT COMPANY, LLC

NEW YORK, NY · CRD 160331 · IAPD ↗ · gennx360.com · 212-257-6782

$2.69BRegulatory AUM
17Advisory reps
21Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2024 — GENNX360 MANAGEMENT COMPANY, LLC reported RAUM up 38% ($1.52B -> $2.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — GENNX360 MANAGEMENT COMPANY, LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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