401k Generation
● SEC registered since 2010CRD 154279SEC# 801-71606Altamonte Springs,, FL
Reg. AUM
$156.4M
Employees
35
Accounts
161
Location
Altamonte Springs,, FL
401k Generation assets under management
401k Generation is a registered investment adviser overseen by the SEC based in Altamonte Springs,, FL. The firm has been registered since 2010. It reports $156.4 million in regulatory assets under management and employs 35 people.
401k Generation owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Dawn Kincaid Control | Chief Operating Officer | Under 5% | 2020 |
| Edward Rojas Control | Ceo | 50-75% | 2014 |
| Kelli Diane Rojas Control | President | 50-75% | 2012 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does 401k Generation manage?
401k Generation reports $156.4 million in regulatory assets under management on its Form ADV.
How many employees does 401k Generation have?
401k Generation reports 35 employees.
Where is 401k Generation located?
401k Generation is based in Altamonte Springs,, FL and has been SEC-registered since 2010.
Does 401k Generation disclose fund performance?
401k Generation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714 |
| Phone | (866) 998-5879 |
| Fax | (888) 469-2970 |
| Office hours | 8:00a.m.-8:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.4M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$156.4Mregulatory AUM
Discretionary $85.3MNon-discretionary $71.2M