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GEN Y Planning

GEN Y Planning. CRD 167656

G

CRD: 167656

GEN Y Planning

Austin, TX
6127907955
genyplanning.com
$53.7M Total AUM
$53.7M Disc. AUM
-- 3Y CAGR
2 Employees
115 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Betterment
Clients
Retail
Platforms
DeltaZenith catalyst +more
Established Date
05-24-2013
Office Locations
2

Office Locations

-- Austin TX
-- Saint Petersburg FL

About GEN Y Planning

Gen Y Planning is an Austin, TX-based RIA (founded 2013) serving retail investors, with planning-led advice for business owners and other individuals. Portfolios emphasize asset allocation, risk management, and index-oriented implementation using ETFs and mutual funds, with fixed-income exposure as needed. Custody is through Betterment Securities. Led by founder and IAR Sophia Bera Daigle.

Team overview

40 AVG AGE
$26.9M AVG AUM / ADVISOR
$467.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Insight Momentum Timber glacier

Client Personas

Capital meridian

Custodian

Harbor legacy Quantum

Investment Themes

Focus value Beacon value Bridge delta

Investment Vehicles

Vertex eagle Zenith

Services

Vertex Prime Timber foundation Pioneer matrix Focus matrix Legacy Momentum pathway

Technology

Ridge Peak catalyst Insight

Owner & Executives

SOPHIA BERA DAIGLE

SOPHIA BERA DAIGLE

Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#5499671
Ownership
75% or more
(269) 928-6772
peak.north@ridgecapital.com
in linkedin.com/in/vector-vital
N

Nia Marie Gillett Saville

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE

CRD
#7244861
Ownership
10% but less than 25%
(613) 339-9355
ridge.beacon@catalystcapital.com
in linkedin.com/in/delta-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $53,725,026 --
Non-Discretionary $0 --
Total $53,725,026 --

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Separately Managed Accounts

Total SMA Asset: $53,725,026

$53.7M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $6,361,958,234 100.0%
Total $6,361,958,234 100.0%

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