GEN Financial Management
Financial Services • 
Plymouth, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 10800 Old County Road 15, Suite 200, Plymouth, MN 55441, US |
| Phone number | +19525131466 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Management, Philanthropy, Comprehensive Wealth Management |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at GEN Financial Management
Eric C. Moleski
President
GEN Financial Management Email Formats
GEN Financial Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@genfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@genfinancial.com | 66.7% |
{first name}.{last name} | john.doe@genfinancial.com | 33.3% |
About 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. Since 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. We have a simple philosophy: We craft custom solutions that create success for our clients because every client has unique needs, goals and dreams. Flexibility 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.
GEN Financial Management revenue & valuation
| Annual revenue | $24,800,000 |
| Revenue per employee | $2,748,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $79,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
GEN Financial Management has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
GEN Financial Management has never raised funding before.
GEN Financial Management Tech Stack
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