|
⚲
|
| 401K Generation
✚
|
|
|---|---|
| CRD # | 154279 |
| SEC # | 801-71606 |
| CIK # | |
| AUM | $156.4 M (2026-03-24) |
| Employees | 35 (17% Investors, 0% Brokers) |
| Phone | 866-998-5879 |
| Address | 237 S Westmonte Drive Altamonte Springs, FL 32714 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 48.6 |
| (b) Individuals (high net worth individuals) | 5 | 71.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 90 | 32.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 156.4 |
| By Discretionary | ||
| Discretionary | 153 | 85.3 |
| Non-Discretionary | 8 | 71.2 |
| Total | 161 | 156.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.4 | |
| Total | 161 | 156.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifestyle Freedom Advisory Group LLC
✚
|
FL | 0.2 |
|
SIMA Wealth Partners LLC
✚
|
VA | 0.2 |
|
DWV Advisors LLC
✚
|
VT | 0.2 |
|
JK Private Wealth LLC
✚
|
CT | 0.2 |
|
Spyglass Investment Management Corporation
✚
|
IN | 0.2 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.2 |
|
Quantitative Financial Strategies LLC
✚
|
0.2 | |
|
My Wealth Management Inc
✚
|
MD | 0.2 |
|
Johnson Dunn Capital Advisors Inc
✚
|
0.2 | |
|
Burke & Herbert Wealth Services LLC
✚
|
VA | 0.2 |