Gen2 Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336736
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.21%
- Individuals1.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gen2 Advisors, LLC is an independent, Florida-registered advisory firm organized as an LLC and owned by an individual. The firm concentrates on financial planning and portfolio management for individuals and small businesses, with a client base described as individual and family households. Its advisory fees are charged as a percentage of assets under management and via fixed-fee arrangements. Gen2 does not identify as an ESG investor, does not act as a capital allocator to third-party alternatives, and appears to operate with a single-state focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds12%
- Other5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Margaret Bilby
Founder & CEOCRD 5011099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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