Gen2 Advisors, LLC

Overview

Gen2 Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and small institutional clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, using a fee model that combines a percentage of assets under management with fixed-fee engagements. Investment activity shows a clear tilt toward publicly traded equities; the firm lists exchange-traded equities as its most used asset type and cites a preference for equity allocations. Gen2 does not position itself as an ESG-focused adviser and does not report activity as a multi-state or pension consultant adviser. The firm’s client focus and account structure suggest a boutique manager approach: a small client roster with relatively high average client size, which implies customized planning and portfolio-level attention rather than mass-market product distribution.

Assets & Accounts

Public Holdings

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Location & Offices