Genereux Investment Management, Inc.
Genereux Investment Management, Inc. (CRD# 117436) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $121,894,320 in 275 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Genereux Investment Management, Inc.
By the Numbers
-
Total Assets Under Management122MILLION
-
Total Number of Accounts275ACCOUNTS
-
Average Account Value$443,252
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IA, NE, NH, TX
Financial Advisors at Genereux Investment Management, Inc.
1
Mark Genereux (CRD# 1814740) is an Investment Advisor Representative working at Genereux Investment Management, Inc. in Steamboat Springs, CO and has over 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.