401K GENERATION

ALTAMONTE SPRINGS,, Florida·3 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
3
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

3 registered advisors
Edward Rojas
ALTAMONTE SPRINGS,, Florida
Kelli Diane Rojas
ALTAMONTE SPRINGS,, Florida
Marlene Jarrett Nitsch
ALTAMONTE SPRINGS,, Florida
05

Office Locations

ALTAMONTE SPRINGS,, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.