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
By the Numbers
-
Total Assets Under Management69MILLION
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Total Number of Accounts260ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IA, IL, IN, TX
Financial Advisors at Gineris Wealth Management
1
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 (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.
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