GENERATIONAL WEALTH ADVISORS

3400 North Central Expressway
Suite 100
Richardson, Texas 75080
Tel: 972-378-1795

About GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS, formally registered with the SEC as GENERATIONAL WEALTH ADVISORS. The firm was established in 03/02/2007. They have over 1 offices throughout the country.

GENERATIONAL WEALTH ADVISORS is a Richardson, Texas based Financial Planning firm with nearly $365,953,508 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135145
SEC#	801-67609
Assets Managed by Firm	$365,953,508
No. of Clients	564
No. of Advisors	50

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	564	$365,953,508
Individuals (other than high net worth individuals)	76	$32,973,292
High net worth individuals	93	$247,875,131
Pension and profit sharing plans	3	$12,615,460
Charitable organizations	4	$10,593,744
Corporations or other businesses	17	$61,895,881

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