GEN Financial Management Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • GEN Financial Management's estimated annual revenue is currently $1.5M per year.(i)
  • GEN Financial Management's estimated revenue per employee is $126,000

Employee Data

  • GEN Financial Management has 12 Employees.(i)
  • GEN Financial Management grew their employee count by -8% last year.

GEN Financial Management's People

NameTitleEmail/Phone
1
PresidentReveal Email/Phone
2
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$119.7M4565%N/AN/A
#2
$61.6M273-8%N/AN/A
#3
$11M5841%N/AN/A
#4
$7.2M435%N/AN/A
#5
$0.7M740%N/AN/A
#6
$3.8M26-19%N/AN/A
#7
$0.6M60%N/AN/A
#8
$55.9M2420%N/AN/A
#9
$11M58-6%N/AN/A
#10
$19.1M917%N/AN/A
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What Is GEN Financial Management?

GEN Financial is a group of diverse individuals, all skilled in financial management with the same determination to work as a team to exceed our clients’ goals and expectations. We are an independent, fee-only advisory firm. \n\nSince 1998, we have helped our clients reach their financial goals with high-quality, objective financial advice. We offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees.\n\nWe have a simple philosophy: We craft custom solutions that create success for our clients because every client has unique needs, goals and dreams.\n\nFlexibility is fundamental in our approach. We constantly monitor and re-evaluate your plan — making changes as needed — to ensure your plan keeps pace with your changing needs in life.

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N/A

Total Funding

12

Number of Employees

$1.5M

Revenue (est)

-8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.9M1233%N/A
#2
$1M12-8%N/A
#3
$1M129%N/A
#4
$1.9M12-29%N/A
#5
$1.4M12N/AN/A