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GEN Financial Management Inc.

GEN Financial Management Inc.. CRD 110179

GEN Financial Management Inc. logo

CRD: 110179

GEN Financial Management Inc.

Plymouth, MN, 55441
9525131466
www.genfinancial.com
$331.8M Total AUM
$317.0M Disc. AUM
-- 3Y CAGR
3 Employees
246 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
FrontierOptima insight
Established Date
08-02-2000
Office Locations
1

Office Locations

10810 OLD County Road 15 Suite 200 Plymouth MN

About GEN Financial Management Inc.

GEN Financial is a Plymouth, MN wealth management firm providing one-on-one planning and portfolio guidance for corporate executives, business owners and multigenerational families, including legacy, estate, tax and insurance planning. Investment approach centers on risk-managed asset allocation using diversified public funds, index funds and ETFs. Uses its proprietary "GEN Formula" process; custody includes Schwab and Fidelity.

Team overview

35 AVG AGE
$110.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age

Insights

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Client Personas

Matrix vital Bridge

Custodian

Ember Optima Signal alpha Foundation Unison unison Wave wave

Investment Themes

Horizon Peak signal Signal radial

Investment Vehicles

Frontier foundation

Platform

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Services

Bridge oak Value pioneer Legacy element Fusion alpha North momentum Capital glacier

Technology

Zenith unison Unison

Owner & Executives

ERIC CRAIG MOLESKI

ERIC CRAIG MOLESKI

Chief Compliance Officer, Investment Advisor, President

CRD
#1886880
Ownership
50% but less than 75%
(247) 732-5400
timber.vertex@primecapital.com
in linkedin.com/in/summit-matrix
Joshua Mark Moklestad

Joshua Mark Moklestad

Financial Advisor, Owner

CRD
#6935264
Ownership
10% but less than 25%
(233) 781-6772
catalyst.peak@ridgecapital.com
in linkedin.com/in/legacy-foundation
M

Meridian pathway

Fusion optima meridian

CRD
#91254
Ownership
4.4%
(981) 827-2588
fusion.focus@glaciercapital.com
in linkedin.com/in/momentum-summit

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Contacts

NOAH STEVEN SEMMANN

NOAH STEVEN SEMMANN

Financial Advisor, Trader, Financial Planning Analyst

CRD
#7136052
(760) 756-1236
peak.bridge@zenithcapital.com
in linkedin.com/in/ridge-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
08-21-2023
04-23-2024
09-23-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $316,982,065 $275,158
Non-Discretionary $14,835,716 $824,206
Total $331,817,781 $283,605

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Separately Managed Accounts

Total SMA Asset: $331,817,781

$331.8M Total SMA
Public Funds:
19.9%
Cash:
22.4%
Equity - Exchange:
18.8%
Derivatives:
16.4%
Municipal Bonds:
16.8%
U.S. Government/Agency:
5.7%
Asset class Assets Assets %
Public Funds $257,261,110 19.9%
Cash $289,580,345 22.4%
Equity - Exchange $243,040,647 18.8%
Derivatives $212,014,181 16.4%
Municipal Bonds $217,185,259 16.8%
U.S. Government/Agency $73,687,856 5.7%
Total $1,292,769,398 100.0%

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