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Mark Alan Genereux

GENEREUX INVESTMENT MANAGEMENT, INC.·STEAMBOAT SPRINGS, Colorado
Clean recordGENEREUX 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Alan Genereux is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with GENEREUX INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GENEREUX INVESTMENT MANAGEMENT, INC.
GENEREUX INVESTMENT MANAGEMENT, INC.
AUM
$122M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GENEREUX INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1814740
Firm CRD# 117436
View on FINRA BrokerCheck →

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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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