401K GENERATION
SEC Form ADV profile.
Total regulatory AUM
$156,446,290
Discretionary
$85,275,992
Non-discretionary
$71,170,298
Firm details
- CRD number
- 154279
- SEC file number
- 801-71606
- Main office
- ALTAMONTE SPRINGS,, FL, United States
- Employees
- 35
- SEC status
- Approved
- Website
- HTTPS://www.401kdocs.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.