GENESIS WEALTH Overview

Genesis Wealth Advisors Llc is an investment advisor that manages 204.7 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 06/30/15. The fund's latest filing disclosed 122MM in positions, representing 60% of the manager's regulatory AUM.

GENESIS WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

GENESIS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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GENESIS WEALTH Founders and Key Employees

Name Title In Position Since
Paul F. Duval President And Chief Compliance Officer June-2011
Ronald C. Aines Vice President/Member June-2011
Nicholas L. Depeyster Cio & Managing Director June-2011

GENESIS WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

GENESIS WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis
Genesis primarily employs fundamental analysis methods in developing investment strategies for its Clients. Research and analysis from Genesis is derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others.

As noted above, Genesis generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Genesis will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Genesis may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or th...
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GENESIS WEALTH Portfolio Concentration

GENESIS WEALTH Location

532 PAGE STREET
STOUGHTON, Massachusetts
UNITED STATES, 02072

GENESIS WEALTH Contact Information

Phone Number: 781-344-1023
Fax Number: 781-344-1179
Website:

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