|
⚲
|
| GEN Financial Management Inc
✚
| |
|---|---|
| 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) |
|---|
| 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 |