M
CRD: 322228
Multigenerational.black Inc.
$348.7K Total AUM
$348.7K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank · Vanguard · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
-- NEW York NY
About Multigenerational.black Inc.
MultiGenerational.Black, Inc. is a New York–based registered investment advisor founded in 2021 by Leslie Lewis and Paul E. Bryant. The firm focuses on financial education and equity investing for first-time Black investors and Black-owned businesses, including an Investing Starter Kit workshop/self-study course and an MGB 401(k) program. Custody includes Altruist and Vanguard.
Team overview
-- AVG AGE
$348.7K AVG AUM / ADVISOR
$58.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Leslie Malaika Lewis
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7630146
- Ownership
- 75% or more
Available
Available
Available
P
Paul E Bryant
Co-Owner
- CRD
- #7145382
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,665 | $14,373 |
| Non-Discretionary | $0 | -- |
| Total | $348,665 | $14,373 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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