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GEN Financial Management Inc.

Headquartered in PLYMOUTH, MN

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Firm Information

GEN Financial Management Inc. is an investment advisor based in Plymouth, MN. They manage $431,309,406 in assets for 1,992 clients. The firm offers financial planning, portfolio management for individuals, pension consulting, and publication of periodicals services. Their client base primarily consists of individuals, pension and profit sharing plans, and high-net-worth individuals.

GEN Financial Management Inc.

10810 OLD COUNTY ROAD 15

PLYMOUTH, MN 55441

$431.31M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GEN FINANCIAL MANAGEMENT INC. has a total of 1 branch locations across the country.

Advisors at GEN Financial Management Inc.

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Disclosures

There are no public disclosures for GEN Financial Management Inc..

Frequently Asked Questions (7)

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