Genfi LLC

Genfi LLC (CRD# 156464) is a financial advisory firm headquartered in Chicago, IL. They manage $36,559,572 in 272 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1016 West Jackson, Chicago, IL 60607
http://www.genfiffs.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $134,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

IL, MI

Financial Advisors at Genfi LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julia Zakarias, financial advisor Chicago IL
Julia A. Zakarias
CRD#: 5012680
1016 West Jackson, Chicago, IL 60607
Julia Zakarias (CRD# 5012680) is an Investment Advisor Representative working at Genfi LLC in Chicago, IL and has over 11 years 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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