SEC Form ADV

GEN FINANCIAL MANAGEMENT INC.

Registered Investment AdviserMN
$331.8M
Assets Under Management
1,170
Total Clients
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Registration Details

Accession
CRD-110179
Location
PLYMOUTH, MN
Filing Date
February 20, 2026
AUM
$331.8M
Total Clients
1,170
Amendment
No

About this Adviser

GEN FINANCIAL MANAGEMENT INC. is a registered investment adviser headquartered in PLYMOUTH, MN, managing approximately $331.8M in assets across 1,170 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.