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Genereux, Mark, Alan (Council Bluffs)


Genereux, Mark, Alan is a large advisory firm based in Council Bluffs. It manages $29.49 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Iowa, Nebraska, and New Hampshire.

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Genereux, Mark, Alan provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Genereux, Mark, Alan: assets under management

The assets under management (AUM) of Genereux, Mark, Alan is $29.49 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.14 million in discretionary accounts and $3.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $670.35 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Genereux, Mark, Alan for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Council Bluffs

The principal office where Genereux, Mark, Alan performs its advisory services is located at 1221 East Pierce Street, Council Bluffs, IA 51503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 712-256-7500 or by fax 712-256-7501. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.genereux.net.


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