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 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
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
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