GEN Financial Management is a wealth manager based in Plymouth, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.
At GEN Financial, we follow a proprietary process, which is called the GEN Formula. By following the GEN Formula, we can ensure that you attain and maintain financial security.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at GEN Financial Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.