LP Profile

GEN Financial Management

Also known as gen financial

Wealth ManagerPlymouth, United StatesFounded 1998
Plymouth
Headquarters
Investment Focus

About GEN Financial Management

At GEN Financial, we follow a proprietary process, which is called the GEN Formula. By following the GEN Formula, we can ensure that you attain and maintain financial security.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to GEN Financial Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$331.8M
Total Clients
1,170
Filing Date
February 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to GEN Financial Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is GEN Financial Management?

GEN Financial Management is a wealth manager based in Plymouth, United States.

Where is GEN Financial Management headquartered?

GEN Financial Management is headquartered in Plymouth, United States.

When was GEN Financial Management founded?

GEN Financial Management was founded in 1998.

How can I contact GEN Financial Management?

Verified contact details, key decision-makers, and investment preferences for GEN Financial Management are available on LPbacked. Create a free account to access them.