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GENESIS PRIVATE WEALTH, LLC
GENESIS PRIVATE WEALTH, LLC
THE LEWIS FINANCIAL GROUP
ASHBURN, Virginia
·
1 registered advisor
·
CRD# 315692
SEC# 801-122157
0
703-288-1272
01
Firm Overview
AUM
$266M
Regulatory assets under management
Employees
5
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
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GENESIS PRIVATE WEALTH, LLC
1 registered advisor
Andrew John Lewis
ASHBURN, Virginia
CRD# 2246107
05
Office Locations
ASHBURN, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. GENESIS PRIVATE WEALTH, LLC (CRD# 315692) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.