Lauren
Genuardi
Telemus Capital, LLC
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About this Advisor
Lauren Genuardi is a certified financial planner working out of Chicago, Illinois with 6 years of relevant experience. Genuardi is an advisor for Telemus Capital, LLC. Their career trajectory has included roles at Barrington Strategic Wealth Management Group LLC and Telemus Capital, LLC. Genuardi has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Illinois and Texas. Telemus Capital, LLC is a financial advisory company that has its headquarters in Southfield, MI. The firm has offices in three locations and a total of 52 employees. It has $3 billion in total assets among its 4,367 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 22 charities and foundations. Of its 4,367 customer accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by Telemus Capital, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telemus Capital, LLC Brokerage Details
$2,972,199,618
52
4,367
$680,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lauren Genuardi Work History
Lauren has been registered as a financial advisor for 6 years.*
Telemus Capital, LLC
Barrington Strategic Wealth Management Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Genuardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telemus Capital, LLC
Chicago, IL
Southfield, MI
Chicago, IL
Chicago, IL
Southfield, MI
Southfield, MI
Southfield, MI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
