Mark Genereux
Genereux Investment Management · Steamboat Springs, Colorado
Mark Genereux is a fee-only financial advisor at Genereux Investment Management in Steamboat Springs, Colorado. Genereux Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Genereux Investment Management |
|---|---|
| Based in | Steamboat Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $129.3M across 253 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 1814740 |
| Exams passed | Series 63 (1991) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- Genereux Investment Management's average account is about $511,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Mark
Is Mark Genereux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Genereux Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Genereux Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Genereux based?
Mark Genereux is based in Steamboat Springs, Colorado.
Is Mark Genereux registered with the SEC?
Yes. Mark Genereux is registered as an investment adviser representative in CO and TX (CRD 1814740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Genereux Investment Management manage?
Genereux Investment Management reports $129.3M across 253 accounts in assets under management.
How do I contact Mark Genereux?
Contact details aren't on file yet. Search for Genereux Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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