Genesis Advisors, LLC

Genesis Advisors, LLC (CRD# 151976) is a financial advisory firm headquartered in Fishers, IN. They manage $78,601,878 in 267 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
10150 Lantern Road, Suite 175, Fishers, IN 46037
https://genesisadvisors.net
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $294,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, LA, TX

Financial Advisors at Genesis Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bradley Graber, financial advisor Fishers IN
Bradley E. Graber
CRD#: 2740459
10150 Lantern Road, Suite 175, Fishers, IN 46037

Bradley Graber (CRD# 2740459) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has over 27 years of experience in the finance industry.

2
Michael Mathioudakis, financial advisor Fishers IN
Michael R. Mathioudakis
CRD#: 1693094
10150 Lantern Road, Suite 175, Fishers, IN 46037

Michael Mathioudakis (CRD# 1693094) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has over 29 years of experience in the finance industry.

3
Adam Zoeller, financial advisor Fishers IN
Adam T. Zoeller
CRD#: 7749356
10150 Lantern Road, Suite 175, Fishers, IN 46037

Adam Zoeller (CRD# 7749356) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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