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401K GENERATION
237 S Westmonte Drive
Suite 300
Altamonte Springs,, Florida 32714
Tel: (407) 636-6689
About 401K GENERATION
401K GENERATION, formally registered with the SEC as 401K GENERATION. The firm was established in 06/25/2010. They have over 1 offices throughout the country.
401K GENERATION is a Altamonte Springs,, Florida based Financial Planning firm with nearly $139,485,277 assets under management, offering retirement planning & investment advisory services to 179 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154279 |
| SEC# | 801-71606 |
| Assets Managed by Firm | $139,485,277 |
| No. of Clients | 179 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ERISA 3 (16) SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 179 | $139,485,277 |
| Individuals (other than high net worth individuals) | 63 | $18,791,479 |
| High net worth individuals | Fewer than 5 clients | $29,964,009 |
| Pension and profit sharing plans | 78 | $90,729,789 |
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