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 Lincoln National Life Insurance, Merrill Lynch, Wells Fargo Bank, Valic, Edward D Jones and Company, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group, LLC, Ubs, The Vanguard Group, and Global Retirement Partners LLC.

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