GenTrust
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1450 Brickell Ave Ste 3050, Miami, Flori...Phone Number
(305) 677-6688Website
www.gentrustwm.comRevenue
$19.6 MillionIndustry
ZI Rank: 2
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ZI Rank
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About GenTrust
GenTrust, LLC is an SEC-registered investment advisor1 that provides a full range of wealth and asset management services. GenTrust is independent, 100% management-owned, and committed to upholding the fiduciary standard by putting clients' best interests first.Explore more
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GenTrust Tech Stack
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GenTrust News & Media
Miami RIA GenTrust Sells Minority Stake to Kudu Investment - Barron's
GenTrust says the capital infusion will help it grow organically and inorganically.Kudu takes minority stake in investment advisor GenTrust
Seward & Kissel LLP served as legal adviser to GenTrust and Kudu.GenTrust Adds Kudu Investment Management as Strategic Investor
NEW YORK and MIAMI, July 28, 2022 /PRNewswire/ -- GenTrust, LLC (GenTrust), an employee-owned SEC-registered investment adviser, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to independent asset and wealth managers, today announced that Kudu has...Mimi Duff, Tudor and Goldman Alum, Joins GenTrust
NEW YORK & MIAMI--(BUSINESS WIRE)--GenTrust, a growing investment advisory firm with offices in Miami, New York and Puerto Rico, announced today that Mimi Duff has joined the firm’s Wealth Advisor team out of its New York office. “We are thrilled to have Mimi join our firm,” said George Perez, co-founder and Senior Advisor at GenTrust. “Her vast experience as a trader and risk manager on Wall Street combined with her ability to engage clients around
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GenTrust, LLC is an SEC-registered investment advisor1 that provides a full range of wealth and asset management services. GenTrust is independent, 100% management-owned, and committed to upholding the fiduciary standard by putting clients' best interests first.... Read More
