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The GenWealth Group Inc
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CRD # | 154569 |
SEC # | 801-71876 |
CIK # | 0001713678 |
AUM | $355.2 MM (2023-02-28) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 973-761-0400 |
Address | 6 Inwood Place Maplewood, NJ 07040 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
IAU | 30.5 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 134 | 71.8 |
(b) Individuals (high net worth individuals) | 108 | 283.4 |
(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 | 0 | 0.0 |
(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 | 702 | 355.2 |
By Discretionary | ||
Discretionary | 702 | 355.2 |
Non-Discretionary | 0 | 0.0 |
Total | 702 | 355.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 355.2 | |
Total | 702 | 355.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001713678] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Brogan Financial Inc
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|
TN | 0.4 |
Hilltop Wealth Advisors LLC
✚
|
NC | 0.4 |
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.4 |
Jonathan D Pond LLC
✚
|
MA | 0.3 |
Townsend Asset Management Corp
✚
|
NC | 0.3 |
Shoker Investment Counsel Inc
✚
|
OH | 0.3 |
Asset Advisory Group Inc
✚
|
NJ | 0.3 |
Total Clarity Wealth Management Inc
✚
|
IL | 0.3 |
Beck Capital Management LLC
✚
|
TX | 0.3 |
Shilanski & Associates Inc
✚
|
AK | 0.3 |