Genesee Capital Advisors is an independent investment advisory firm focused on discretionary portfolio management, comprehensive wealth management planning and retirement plan design. Our founding members bring more than 80 years of combined industry experience to the firm, building the business around three core principles – trust, aligned incentives between us and clients, and a clear, well-articulated investment process designed to minimize risk while achieving above-average returns. These tenets have helped our team provide sound investment management and unbiased wealth planning advice to a wide range of clients. Now, we look forward to the opportunity to do the same for you.
www.geneseeadvisors.com
Genesee Capital Advisors, LLC (Genesee) is a Registered Investment Advisor (“RIA”) located in the State of New York. Genesee provides investment advisory services and related services for clients nationally. Genesee will maintain all applicable registration and licenses as required by the various states in which Genesee conducts business, as applicable. Genesee renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 46 South Street, Auburn,ny 13021,united States
- Phone
- 315.554.3020
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- geneseeadvisors.com
- Keywords
- Investment Advisory, Portfolio Management, Retirement Plan Design, Comprehensive Wealth Management.
- HQ
- Auburn, NY
Genesee Capital Advisors Questions
Genesee Capital Advisors's helpline number is 315.554.3020
Genesee Capital Advisors's website is geneseeadvisors.com
Genesee Capital Advisors's LinkedIn profile is https://www.linkedin.com/company/genesee-capital-advisors
Genesee Capital Advisors has
3 employees.
View email and phone details for 3
employees at Genesee Capital Advisors.
Genesee Capital Advisors's industry is
Investment Management
Genesee Capital Advisors's top competitors are
Saiga Conservation Alliance,
Aktv8,
Bradish,
2m Investment Partners,
Infinit Technology Solutions,
Namco Pools,
Lionheart Industrial Group Llc,
Logue Aviation,
Advanced Metals Machining Llc.,
Abundanism.
Genesee Capital Advisors's categories are Investment Management
Genesee Capital Advisors's founding year is 2013
