401K GENERATION

ALTAMONTE SPRINGS,, Florida·6 registered advisors·CRD# 154279
SEC# 801-716060(407) 636-6689
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
34
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at 401K GENERATION

6 registered advisors
Brenda Dawn Kincaid
ALTAMONTE SPRINGS,, Florida
Christopher James Austin
LAKE MARY, Florida
Edward Rojas
ALTAMONTE SPRINGS,, Florida
Kelli Diane Rojas
ALTAMONTE SPRINGS,, Florida
Marlene Jarrett Nitsch
ALTAMONTE SPRINGS,, Florida
Octavio Manuel Prieto-Izaguirre
LAKE MARY, Florida
05

Office Locations

ALTAMONTE SPRINGS,, Florida
4 advisors
LAKE MARY, Florida
2 advisors

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Data sourced from SEC Form ADV filings. 401K GENERATION (CRD# 154279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.