GEN FINANCIAL MANAGEMENT INC. - Financial Advisor in Minnesota, Plymouth

Tel: 952-513-1466 10810 Old County Road 15 Suite 200 Plymouth, Minnesota 55441

About GEN FINANCIAL MANAGEMENT INC.

GEN FINANCIAL MANAGEMENT INC. is a Plymouth, Minnesota based financial advisory firm with nearly $431,309,406 in assets under management and provides investment advisory services for 1992 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

110179

Firm SEC#:

801-57823

Assets Under Management:

$431,309,406

No. of Clients:

1992

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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