401k Generation
401k Generation is an SEC-registered ria in Altamonte Springs,, FL with $156.4M assets under management (AUM, regulatory AUM), -10% over one year. See who owns 401k Generation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154279, SEC 801-71606, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $156.4M (2026-03-24)
- Firm type
- Ria
- Location
- Altamonte Springs,, FL
- Employees
- 35
- Clients
- 158
- CRD
- 154279
- Ownership
- RUGGIE, THOMAS, HUEY; Nitsch, Marlene, Jarrett; 401K GENERATION, INC.; MCQUEEN, KATHLEEN, ANNE; ROJAS, KELLI, DIANE
How much AUM does 401k Generation have?
401k Generation reported $156.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns 401k Generation?
Disclosed owners and executives of 401k Generation include RUGGIE, THOMAS, HUEY, Nitsch, Marlene, Jarrett, 401K GENERATION, INC., MCQUEEN, KATHLEEN, ANNE, ROJAS, KELLI, DIANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.