THE GENWEALTH GROUP, INC.

MAPLEWOOD, New Jersey·1 registered advisor·CRD# 154569
SEC# 801-718760973-761-0400
01

Firm Overview

AUM
$392M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE GENWEALTH GROUP, INC.

1 registered advisor
Michael Peter Leanza
MAPLEWOOD, New Jersey
CFP
05

Office Locations

MAPLEWOOD, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. THE GENWEALTH GROUP, INC. (CRD# 154569) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.