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Gen Financial Management Inc.

● SEC registered since 2000CRD 110179SEC# 801-57823Plymouth, MN
Export (members)
Reg. AUM
$496.5M
Employees
3
Accounts
2,126
Location
Plymouth, MN

Gen Financial Management Inc. assets under management

Gen Financial Management Inc. is a registered investment adviser overseen by the SEC based in Plymouth, MN. The firm has been registered since 2000. It reports $496.5 million in regulatory assets under management and employs 3 people.
www.genfinancial.comView on SEC.gov ↗

Gen Financial Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Bryan Lynn Vancura ControlPrincipal/Financial Advisor5-10%2019
Eric Craig Moleski ControlPresident/Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Gen Financial Management Inc. manage?

Gen Financial Management Inc. reports $496.5 million in regulatory assets under management on its Form ADV.

How many employees does Gen Financial Management Inc. have?

Gen Financial Management Inc. reports 3 employees.

Where is Gen Financial Management Inc. located?

Gen Financial Management Inc. is based in Plymouth, MN and has been SEC-registered since 2000.

Does Gen Financial Management Inc. disclose fund performance?

Gen Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10810 Old County Road 15, Suite 200, Plymouth, MN 55441
Phone952-513-1466
Fax952-513-1464
Office hours8:00a.m. To 5:00p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$466.8M
Non-discretionary$29.7M
Total (RAUM)$496.5M