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Financial Advisor
Massachusetts
Braintree
GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC

Tel: 781-344-1023 400 Washington Street Suite 308 Braintree, Massachusetts 02184

About GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC is a Braintree, Massachusetts based financial advisory firm with nearly $175,197,606 in assets under management and provides investment advisory services for 544 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

158388

Firm SEC#:

801-72604

Assets Under Management:

$175,197,606

No. of Clients:

544

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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