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Cherie A Leanza

THE GENWEALTH GROUP, INC.·MAPLEWOOD, New Jersey
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6 INWOOD PLACE, MAPLEWOOD, NJ 07040CRD# 5531752Firm CRD# 154569
01

About

Cherie A Leanza is a registered financial advisor based in MAPLEWOOD, New Jersey, affiliated with THE GENWEALTH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE GENWEALTH GROUP, INC.
THE GENWEALTH GROUP, INC.
AUM
$392M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE GENWEALTH GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5531752
Firm CRD# 154569
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cherie A Leanza offer?
Cherie A Leanza specializes in Financial Planning, Investment Management. Contact their office in MAPLEWOOD, New Jersey for a consultation.
What are Cherie A Leanza's credentials?
Cherie A Leanza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cherie A Leanza located?
Cherie A Leanza is based in MAPLEWOOD, New Jersey, working with THE GENWEALTH GROUP, INC.. Their office serves clients in the MAPLEWOOD metropolitan area and surrounding communities.
How does Cherie A Leanza charge for services?
Cherie A Leanza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GENWEALTH GROUP, INC.?
THE GENWEALTH GROUP, INC. has approximately 8 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAPLEWOOD
Peter Anthony Kennedy — SUNSHINE WEALTH ADVISORS, LLCCarl Stuart Schwartz — RRBB ASSET MANAGEMENT, LLCMichael Peter Leanza — THE GENWEALTH GROUP, INC.Kimberly Marie Diblasi — THE GENWEALTH GROUP, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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