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Home > Retirement Planners > minnesota > plymouth > GEN FINANCIAL MANAGEMENT INC.
GEN FINANCIAL MANAGEMENT INC.
10810 Old County Road 15
Suite 200
Plymouth, Minnesota 55441
Tel: 952-513-1466
About GEN FINANCIAL MANAGEMENT INC.
GEN FINANCIAL MANAGEMENT INC, formally registered with the SEC as GEN FINANCIAL MANAGEMENT INC. The firm was established in 08/02/2000. They have over 1 offices throughout the country.
GEN FINANCIAL MANAGEMENT INC. is a Plymouth, Minnesota based Financial Planning firm with nearly $431,309,406 assets under management, offering retirement planning & investment advisory services to 1992 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110179 |
| SEC# | 801-57823 |
| Assets Managed by Firm | $431,309,406 |
| No. of Clients | 1992 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1992 | $431,309,406 |
| Individuals (other than high net worth individuals) | 271 | $101,137,055 |
| High net worth individuals | 161 | $303,060,850 |
| Pension and profit sharing plans | 19 | $27,111,501 |
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