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GENEREUX INVESTMENT MANAGEMENT, INC.
CRD 117436 · SEC 801-112129
CO, United States
Phone
712-256-7500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.3M
Discretionary AUM
$129.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersGENERAL CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $11.9M |
| High net worth individuals | 54 | $116.5M |
| Charitable organizations | 1 | $886K |
States served
CO, IA, NE, TX, NH
All web addresses on file
Official SEC filing: View on IAPD