Gen Financial Management Inc.
Gen Financial Management Inc. is an SEC-registered wealth manager in Plymouth, MN with $331.8M assets under management (AUM, regulatory AUM), -23% over one year. See who owns Gen Financial Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110179, SEC 801-57823, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $331.8M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Plymouth, MN
- Employees
- 3
- Clients
- 246
- CRD
- 110179
- Ownership
- MOLESKI, ERIC, CRAIG; LINDBERG, AARON, ANDREW; VANCURA, BRYAN, LYNN; SHERWIN, ANDREW, AUSTIN; OLAUGHLIN, KEVIN, JAMES
How much AUM does Gen Financial Management Inc. have?
Gen Financial Management Inc. reported $331.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Gen Financial Management Inc.?
Disclosed owners and executives of Gen Financial Management Inc. include MOLESKI, ERIC, CRAIG, LINDBERG, AARON, ANDREW, VANCURA, BRYAN, LYNN, SHERWIN, ANDREW, AUSTIN, OLAUGHLIN, KEVIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.