Gineris Wealth Management

Gineris Wealth Management (CRD# 295095) is a financial advisory firm headquartered in Dyer, IN. They manage $69,000,000 in 260 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2005 Hart Street, Dyer, IN 46311
https://www.linkedin.com/company/gineriswealth/about/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $265,385
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
  • 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.

FL, IA, IL, IN, TX

Financial Advisors at Gineris Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Shaw, financial advisor Dyer IN
Timothy M. Shaw
CRD#: 4513902
2005 Hart Street, Dyer, IN 46311

Timothy Shaw (CRD# 4513902) is an Investment Advisor Representative working at Gineris Wealth Management in Dyer, IN and has over 21 years of experience in the finance industry.

2
Benjamin Tegeler, financial advisor Dyer IN
Benjamin R. Tegeler
CRD#: 7443650
2005 Hart Street, Dyer, IN 46311

Benjamin Tegeler (CRD# 7443650) is an Investment Advisor Representative working at Gineris Wealth Management in Dyer, 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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