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| 401K Generation
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|---|---|
| CRD # | 154279 |
| SEC # | 801-71606 |
| CIK # | |
| AUM | 156.4 M (2026-03-24) |
| Employees | 35 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-998-5879 |
| Address | 237 S Westmonte Drive Altamonte Springs, FL 32714 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 48.6 |
| (b) Individuals (high net worth individuals) | 5 | 71.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 90 | 32.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 156.4 |
| By Discretionary | ||
| Discretionary | 153 | 85.3 |
| Non-Discretionary | 8 | 71.2 |
| Total | 161 | 156.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.4 | |
| Total | 161 | 156.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lifestyle Freedom Advisory Group LLC
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|
FL | 156.8 M |
|
SIMA Wealth Partners LLC
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|
VA | 156.7 M |
|
DWV Advisors LLC
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|
VT | 156.6 M |
|
JK Private Wealth LLC
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|
CT | 156.4 M |
|
Spyglass Investment Management Corporation
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|
IN | 156.4 M |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 156.3 M |
|
Quantitative Financial Strategies LLC
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|
156.2 M | |
|
My Wealth Management Inc
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|
MD | 156.2 M |
|
Johnson Dunn Capital Advisors Inc
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|
156.1 M | |
|
Burke & Herbert Wealth Services LLC
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|
VA | 156.1 M |