GEN Financial Management Inc

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Assets, Funds, Holdings

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GEN Financial Management Inc
CRD #110179
SEC #801-57823
CIK #
AUM $431.3 MM (2024-02-21)
Employees 4 (100% Investors, 0% Brokers)
Phone952-513-1466
Address10810 Old County Road 15
Plymouth, MN 55441
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 271 101.1
(b) Individuals (high net worth individuals) 161 303.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 19 27.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,992 431.3
By Discretionary
Discretionary 1,932 413.5
Non-Discretionary 60 17.8
Total 1,992 431.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 431.3
Total 1,992 431.3
Comparable Firms State AUM ($BB)
Persium Advisors LLC
GA 0.4
KIRR Marbach & Company LLC
IN 0.4
NIA Impact Advisors LLC
CA 0.4
Hilltop Wealth Advisors LLC
NC 0.4
Global View Investment Advisors LLC
SC 0.4
Midwest Professional Planners Ltd
WI 0.4
Blue Barn Wealth LLC
UT 0.4
Highland Financial Advisors LLC
NJ 0.4
Iron Horse Wealth Management LLC
IA 0.4
Capital Investment Management Inc
MO 0.4
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