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Mark Alan Genereux

GENEREUX INVESTMENT MANAGEMENT, INC.·STEAMBOAT SPRINGS, Colorado
Series 7, Series 24, Series 63, Series 65Clean record25 years registeredGENEREUX INVESTMENT MANAGEMENT, INC.
620 OAK STREET, STEAMBOAT SPRINGS, CO 80487CRD# 1814740Firm CRD# 117436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Alan Genereux · STEAMBOAT SPRINGS, CO
Registration
CRD #1814740 · GENEREUX INVESTMENT MANAGEMENT, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

GENEREUX INVESTMENT MANAGEMENT, INC.
Oct 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 30, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENEREUX INVESTMENT MANAGEMENT, INC.
CRD 117436 · SEC 801-112129
AUM
$122M
Regulatory assets under management
Employees
1
275 client accounts
Services offered by GENEREUX INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GENEREUX INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Mark Alan Genereux offer?
Mark Alan Genereux specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are Mark Alan Genereux's credentials?
Mark Alan Genereux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Genereux located?
Mark Alan Genereux is based in STEAMBOAT SPRINGS, Colorado, working with GENEREUX INVESTMENT MANAGEMENT, INC.. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.
How does Mark Alan Genereux charge for services?
Mark Alan Genereux's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEREUX INVESTMENT MANAGEMENT, INC.?
GENEREUX INVESTMENT MANAGEMENT, INC. has approximately 1 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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