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Gen Financial Management

EST. AUM
$331,817,781

CONTACTS
3

CLIENT ACCOUNTS
1,170

Firm Details

Metro area Minneapolis
CRD Number 110179
Website genfinancial.com
Client types

Overview

GEN Financial is a group of diverse individuals, all skilled in financial management with the same determination to work as a team to exceed their clients’ goals and expectations. They are an independent, fee-only advisory firm. Since 1998, they have helped their clients reach their financial goals with high-quality, objective financial advice. They offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees. They have a simple philosophy: They craft custom solutions for their clients because every client has unique needs, goals and dreams. Flexibility is fundamental in their approach. They constantly monitor and re-evaluate a client's plan — making changes as needed — to ensure the plan keeps pace with their changing needs in life.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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