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GENFI LLC
CRD 156464
1016 WEST JACKSON, CHICAGO, IL, 60607, United States
Phone
872.213.1113
Fax
872.228.8106
Registration
— (—)
Source
State registered
Total AUM
$50.5M
Discretionary AUM
$48.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $11.4M |
| High net worth individuals | 28 | $34.5M |
| Pension/profit sharing plans | 13 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD