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 United Of Omaha, Mma Securities LLC, Merrill Lynch Life Agency, Morningstar, Advised Assets Group, LLC, Cambridge Investment Research Inc, LPL Financial, Cambridge Investment Research, Ubs Financial Services, and Raymond James Financial Services.

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