Generative Family Office LLC
Firm details
- Headquarters
- Moraga, California
- CRD number
- 327848
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Generative Family Office LLC is organized as a limited liability company and operates as an independent registered investment adviser focused on individuals and families. The firm is structured as a capital allocator and provides financial planning services plus selection of other advisers rather than serving as a full-service brokerage or pension consultant. Its published fee model is non‑AUM: hourly charges and fixed fees, which implies project- or engagement‑based billing rather than percentage‑of‑assets pricing. The firm does not identify as an active ESG investor and is not reported as a multi‑state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Chung
CEO & FounderCRD 5472638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Moraga, CA
Contra Costa
Location
Moraga, CA
Headquartered in Moraga, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1640 School St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Gaskin Wealth Management
RIAMoraga, CA
Rittmann Capital Management Co
RIAMoraga, CA
Pier 88 Investment Partners, LLC
RIASan Francisco, CA
Burge Financial
RIASacramento, CA
Luminary Financial Planning
RIAModesto, CA
Cable Car Capital, LP
RIASan Francisco, CA