Genesis Asset Management Group, Inc.

$86.6MAssets under management
as of Jan 2026 · SEC Form ADV
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Tech stack

No one at Genesis Asset Management Group, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $50M held · filed Oct 2024
Schwab
Per Form ADV · $20M held · filed Oct 2024
Fidelity
Per Form ADV · $7M held · filed Oct 2024