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GEN Financial Management Inc
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CRD # | 110179 |
SEC # | 801-57823 |
CIK # | |
AUM | $431.3 MM (2024-02-21) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 952-513-1466 |
Address | 10810 Old County Road 15 Plymouth, MN 55441 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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
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|
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 |