|
⚲
|
| 401K Generation
✚
| |
|---|---|
| CRD # | 154279 |
| SEC # | 801-71606 |
| CIK # | |
| AUM | $139.5 MM (2024-03-27) |
| Employees | 34 (18% Investors, 0% Brokers) |
| Phone | 407-636-6689 |
| Address | 237 S Westmonte Drive Altamonte Springs, FL 32714 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 18.8 |
| (b) Individuals (high net worth individuals) | 0 | 30.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 78 | 90.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 139.5 |
| By Discretionary | ||
| Discretionary | 168 | 109.5 |
| Non-Discretionary | 11 | 30.0 |
| Total | 179 | 139.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.5 | |
| Total | 179 | 139.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Assabet Advisors LLC
✚
|
MA | 0.1 |
|
First Mason Financial LLC
✚
|
OH | 0.1 |
|
Costello Financial Planning Inc
✚
|
IL | 0.1 |
|
Elevate Capital Advisors Inc
✚
|
CO | 0.1 |
|
Lionshead Wealth Management LLC
✚
|
NY | 0.1 |
|
Dowling Financial Services Inc
✚
|
CT | 0.1 |
|
Leatherback Investments LLC
✚
|
NJ | 0.1 |
|
Stillwater Wealth Management Group LLC
✚
|
FL | 0.1 |
|
Antonelli Financial Advisors LLC
✚
|
MI | 0.1 |
|
Capstone Investment Group LLC
✚
|
WA | 0.1 |