GEN FINANCIAL MANAGEMENT INC.
SEC Form ADV profile.
Total regulatory AUM
$331,817,781
Discretionary
$316,982,065
Non-discretionary
$14,835,716
Firm details
- CRD number
- 110179
- SEC file number
- 801-57823
- Main office
- PLYMOUTH, MN, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.GENFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.