Cause IQ vendor profile

Genesis Asset Protection


Genesis Asset Protection is a firm that provides insurance agent or broker, investment management, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Genesis Asset Protection clients are with revenues ranging from $0 to $0.

Primary location:
Doylestown, PA
Clients in:
PA
Identified clients:
0
Avg client size:
$32 mil revenue
Median client size:
$30 mil revenue

Genesis Asset Protection client list

  Name Type Location

Genesis Asset Protection competitors

Competitors to Genesis Asset Protection in the nonprofit sector include Advised Assets Group, Metlife, Reliance Trust Company, United Healthcare, Great-West Life and Annuity Insurance Co., Merrill Lynch Pierce Fenner and Smith, Royal Alliance Associates Inc, Edward Jones, Cetera Advisor Networks, LLC, and Kestra Investment Services LLC.

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