Claim Profile
RA

Ronald Charles Aines

GENESIS WEALTH ADVISORS, LLC·STOUGHTON, Massachusetts
Unclaimed Profile
532 PAGE STREET, STOUGHTON, MA 02072CRD# 2051516Firm CRD# 158388
01

About

Ronald Charles Aines is a registered financial advisor based in STOUGHTON, Massachusetts, affiliated with GENESIS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GENESIS WEALTH ADVISORS, LLC
GENESIS WEALTH ADVISORS, LLC
AUM
$177M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2051516
Firm CRD# 158388
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STOUGHTON?

Browse all registered financial advisors in STOUGHTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ronald Charles Aines offer?
Ronald Charles Aines specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOUGHTON, Massachusetts for a consultation.
What are Ronald Charles Aines's credentials?
Ronald Charles Aines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Charles Aines located?
Ronald Charles Aines is based in STOUGHTON, Massachusetts, working with GENESIS WEALTH ADVISORS, LLC. Their office serves clients in the STOUGHTON metropolitan area and surrounding communities.
How does Ronald Charles Aines charge for services?
Ronald Charles Aines's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENESIS WEALTH ADVISORS, LLC?
GENESIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty