401K Generation
Altamonte Springs,, Florida
2.0
9 Reviews
401K Generation is a highly reputable investment advisory firm based in Altamonte Springs, FL. With over 80 individual clients, they have built a strong foundation of trust and expertise in managing assets. Currently, their portfolio boasts an impressive $130,583,000 in assets under management. Despite the majority of their assets being derived from 401K and individual accounts, the firm also possesses the capability to effectively oversee employer funds. With a commitment to delivering personalized financial solutions, 401K Generation emphasizes discretionary management, ensuring clients' assets are handled with utmost care and ...
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Assets Under Mgmt

$130.58M

Investment Professionals

7

Locations

0

% 401K & Individual

11%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: ERISA 3 (16) SERVICES
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