|
⚲
|
| The GenWealth Group Inc
✚
|
|
|---|---|
| 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) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 30.5 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001713678] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brogan Financial Inc
✚
|
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 |