Falists
← Back to search

GEN FINANCIAL MANAGEMENT INC.

CRD 110179 · SEC 801-57823

Visit website

10810 OLD COUNTY ROAD 15, SUITE 200, PLYMOUTH, MN, 55441, United States

Phone

952-513-1466

Fax

952-513-1464

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.8M

Discretionary AUM

$317.0M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals133$55.1M
High net worth individuals113$273.4M

States served

IL, MN, NE, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD