Overview
Assets Under Management: $156 million
Headquarters: ALTAMONTE SPRINGS,, FL
High-Net-Worth Clients: 5
Average Client Assets: $14.2 million
Frequently Asked Questions
401K GENERATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154279), 401K GENERATION is subject to fiduciary duty under federal law.
401K GENERATION is headquartered in ALTAMONTE SPRINGS,, FL.
401K GENERATION serves 5 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, 401K GENERATION offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
401K GENERATION manages $156 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, 401K GENERATION serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.49%
Average Client Assets: $14.2 million
Total Client Accounts: 161
Discretionary Accounts: 153
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 154279
Filing ID: 2052660
Last Filing Date: 2026-03-24 10:43:07