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CRD#: 312201
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

GENESIS VAULT CAPITAL MANAGEMENT LLC is located at null, Rio Grande, PR null. GENESIS VAULT CAPITAL MANAGEMENT LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GENESIS VAULT CAPITAL MANAGEMENT LLC’s clients are individuals and 0% of their clients are high net worth individuals. GENESIS VAULT CAPITAL MANAGEMENT LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GENESIS VAULT CAPITAL MANAGEMENT LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GENESIS VAULT CAPITAL MANAGEMENT LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GENESIS VAULT CAPITAL MANAGEMENT LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for GENESIS VAULT CAPITAL MANAGEMENT LLC Comes From

Understanding the Statistics for GENESIS VAULT CAPITAL MANAGEMENT LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Rio Grande, PR
Phone Number
(310) 279-9993
Related websites
https://www.linkedin.com/company/genesis-vault-capital/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Anma, VijaiMANAGING MEMBER02/20186941191

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Advisor's working at GENESIS VAULT CAPITAL MANAGEMENT LLC

CB
AdvisorCheck Check Mark

Carson Joseph Biber

Carson Biber
IAR
CRD#: 7254053
Location:
Waukesha, WI 53186
Company:
DRAKE & ASSOCIATES, LLC
Disclosures:
Experience:
4 years
View Profile
MT
AdvisorCheck Check Mark

Marguerite Cassandra Toroian

Cassandra Toroian, Marguerite Cassandra Torolan
PR
Barred
CRD#: 3051646
Location:
Rehoboth Beach, DE 19971
Company:
BELL ROCK CAPITAL, LLC
Disclosures:
Experience:
24 years
View Profile
Blake David Flanders
AdvisorCheck Check Mark

Blake David Flanders

Blake Flanders
IAR
CRD#: 7634383
Location:
Estero, FL
Company:
MOMENTUM WEALTH PLANNING
Disclosures:
Experience:
5 years
View Profile
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