Generative Family Office LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Moraga, California
CRD number
327848
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kevin Chung

    Kevin Chung

    CEO & FounderCRD 5472638

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth