Genex was founded on being independent, entrepreneurial and family first. We set out to create a boutique firm with a family business feel. We want to provide holistic wealth planning and consulting services to a smaller, select group of clients for a fee. The entire client experience has to be unique; doing it the “Genex Way.” Our process has to provide responsible, financial organization and results that client’s value. In this ever changing, fast paced, competitive world, our task is to slow down, listen, and deliver extraordinary service. Client goals become our goals and our marching orders. If there’s a problem, clients know that Genex will help solve it. If outside expertise is needed, Genex will find it. We are an extension of each family and are here to support and enhance quality of life. Seeing the positive impact Genex has made on our clients lives has inspired us to expand our vision. We want more people to be exposed to our process and the “Genex Way”. The Genex footprint and brand is growing and new advisors will be added. Their clients should benefit from the “Genex Way” and more lives will be positively impacted. These are exciting times at Genex Consulting and we want to hear your story! Whether you are an advisor looking for a new home or a prospective client looking to interview our firm, we look forward to sharing more details with you soon. For a list of states in which we are registered to do business, please visit www.genexstl.com Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Tap Consulting, LLC, dba Genex Consulting, a Registered Investment Advisor. Private Client Services and Tap Consulting, LLC are unaffiliated entities.
View Top Employees from Genex Consulting STLWebsite | http://www.genexstl.com |
Revenue | $617.4 million |
Employees | 20 (20 on RocketReach) |
Founded | 2008 |
Address | 10900 Manchester Rd Suite 100, Kirkwood, Missouri 63122, US |
Phone | (610) 964-5100 |
Fax | (610) 964-1919 |
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Industry | Financial Services, Management Consulting, Business Services |
Competitors | CareSource, CorVel Corporation, First Health Medical Group, MedRisk, One Call |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5416 Companies |
Looking for a particular Genex Consulting STL employee's phone or email?
The Genex Consulting STL annual revenue was $617.4 million in 2024.
Cindy Dolniak is the Chief Compliance Officer of Genex Consulting STL.
20 people are employed at Genex Consulting STL.
Genex Consulting STL is based in Kirkwood, Missouri.
The NAICS codes for Genex Consulting STL are [54, 541, 5416].
The SIC codes for Genex Consulting STL are [87, 874].