GENEREUX INVESTMENT MANAGEMENT, INC.

1 registered advisor·CRD# 117436
SEC# 801-1121290712-256-7500
01

Firm Overview

AUM
$122M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GENEREUX INVESTMENT MANAGEMENT, INC.

1 registered advisor
Mark Alan Genereux
STEAMBOAT SPRINGS, Colorado
05

Office Locations

STEAMBOAT SPRINGS, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. GENEREUX INVESTMENT MANAGEMENT, INC. (CRD# 117436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.