Gen Next Wealth, Inc.
Gen Next Wealth, Inc. (CRD# 289756) is a financial advisory firm headquartered in , . They manage $15,069,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Gen Next Wealth, Inc.
By the Numbers
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Total Assets Under Management15MILLION
-
Total Number of Accounts121ACCOUNTS
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Average Account Value$124,537
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Gen Next Wealth, Inc.
1
Emlen Miles-Mattingly (CRD# 5025097) is an Investment Advisor Representative working at Gen Next Wealth, Inc. in Madera, CA and has over 18 years of experience in the finance industry.
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