GENESIS CAPITAL, LLC

GENESIS CAPITAL
WOODLAND HILLS, California·14 registered advisors·CRD# 170568
SEC# 801-80482818-661-1778
01

Firm Overview

AUM
$467M
Regulatory assets under management
Employees
57
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GENESIS CAPITAL, LLC

14 registered advisors
Andrew S Florin Smith
WOODLAND HILLS, California
Arthur Rothberg
LOS ANGELES, California
Brook David Hinchman
WOODLAND HILLS, California
David Eric Zollenberg
WOODLAND HILLS, California
David T Smith
LOS ANGELES, California
Emily Monique Stephens
LOS ANGELES, California
Homiera Lavaedin
LOS ANGELES, California
Jason Bruce Keller
WOODLAND HILLS, California
John Cocchi Day
WOODLAND HILLS, California
Keren Barash
WOODLAND HILLS, California
Norma Smith
LOS ANGELES, California
Rayman Kaur Mathoda
WOODLAND HILLS, California
Robert Ronald Wasmund
LOS ANGELES, California
Trixy Renee Castro
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
7 advisors
WOODLAND HILLS, California
7 advisors

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Data sourced from SEC Form ADV filings. GENESIS CAPITAL, LLC (CRD# 170568) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.