The GenWealth Group

EST. AUM
$661,309,882

CONTACTS

CLIENT ACCOUNTS
1,153

Firm Details

Metro area New York City
CRD Number 154569
Website thegenwealthgroup.com
Client types

Overview

The GenWealth Group is an independent Registered Investment Adviser based in Maplewood, New Jersey. The firm provides comprehensive wealth management, discretionary investment management, retirement planning, estate planning, and personalized financial planning for individuals and families. Operating under a fiduciary standard, the firm develops customized financial strategies and actively manages client portfolios using its proprietary investment approach while partnering with Charles Schwab as custodian.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

The GenWealth Group

Platform Details

Investment Preferences

Alternative Activity

Address

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