| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Dawn Kincaid Control | Chief Operating Officer | Under 5% | 2020 |
| Edward Rojas Control | Ceo | 50-75% | 2014 |
| Kelli Diane Rojas Control | President | 50-75% | 2012 |
401k Generation reports $172.9 million in regulatory assets under management on its Form ADV.
401k Generation reports 39 employees.
401k Generation is based in Altamonte Springs,, FL and has been SEC-registered since 2010.
401k Generation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714 |
| Phone | (866) 998-5879 |
| Fax | (888) 469-2970 |
| Office hours | 8:00a.m.-8:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $122.2M |
| Non-discretionary | $50.6M |
| Total (RAUM) | $172.9M |