401k Generation

401k Generation (CRD# 154279) is a financial advisory firm headquartered in Altamonte Springs,, FL. They manage $139,485,277 in 179 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714
http://www.401kgeneration.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $779,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at 401k Generation
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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