GENESIS FINANCIAL GROUP, LLC

Adviser information for GENESIS FINANCIAL GROUP, LLC last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	0	$0
Total	0	$0

Clients

Type	Number	RAUM
Individuals	<5	$0
HNW Individuals	<5	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-128857
SEC ERA File Number	801-128857
SEC CIK Numbers	None
SEC CRD Numbers	327996
Legal Entity Identifier	None

Principal Office

1 INTERNATIONAL BLVD
STE 400
MAHWAH
NJ
United States

Monday - Friday, 8AM-6PM

Tel: 2012642575, Fax: None

Chief Compliance Officer

ROBERT R BUONANNO

1 INTERNATIONAL BLVD

STE 400

MAHWAH

United States

Tel: 2012642575

R*******@**********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners