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Genesee Capital Advisors, Llc
Auburn, New York
Genesee Capital Advisors, LLC, a small investment advisory firm based out of Auburn, NY, serves a diverse clientele consisting of over 370 individual clients. With a commendable track record, they oversee a substantial $287,158,000 in assets under management. Their expertise lies in managing employer 401Ks and individual portfolios, constituting approximately half of their assets. The firm's dedication to providing excellent service is evident as 98% of the assets they handle are under their discretionary management.
Operating from a single office, Genesee Capital Advisors, LLC boasts a team of four skilled professionals, two of ...see more
Assets Under Mgmt
$287.16M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Genesee Capital Advisors, Llc
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