Genereux Investment Management, Inc.
● SEC registered since 2017CRD 117436SEC# 801-112129
Reg. AUM
$129.3M
Employees
1
Accounts
253
Location
—
Genereux Investment Management, Inc. assets under management
Genereux Investment Management, Inc. is an SEC-registered investment adviser. The firm has been registered since 2017. It reports $129.3 million in regulatory assets under management and employs 1 people.
Genereux Investment Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Alan Genereux Control | President And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Genereux Investment Management, Inc. manage?
Genereux Investment Management, Inc. reports $129.3 million in regulatory assets under management on its Form ADV.
How many employees does Genereux Investment Management, Inc. have?
Genereux Investment Management, Inc. reports 1 employees.
Does Genereux Investment Management, Inc. disclose fund performance?
Genereux Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 712-256-7500 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.3M▼ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$129.3Mregulatory AUM
Discretionary $129.3M