GEN Y PLANNING

GEN Y PLANNING is an SEC-registered investment adviser (CRD 167656). Regulatory assets under management: $53.7M.

Registration

• CRD: 167656
• Type: Registered investment adviser
• Phone: 612-790-7955
• Latest filing: 2026-03-16
• Regulatory AUM: $53.7M
• Discretionary AUM: $53.7M
• Clients: 2
• Accounts: 291

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search