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 an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm describes itself as a capital allocator and focuses on financial planning and the selection of outside advisers rather than serving as a high-volume asset manager. Its billing model is fee-based, using fixed fees and hourly charges. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser in the dataset provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kevin Chung

    CEO & FounderCRD 5472638

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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