75
Generational Financial Partners, LLC registers with the SEC under the 120-day rule (Atlanta, GA)
New SEC adviser (120-day rule) · CRD 343503 · 801-137020 · effective 2026-08-10
Effective 2026-08-10. 10 employees (7 advisory), no regulatory AUM reported yet. Notice-filed in AL, AZ, CA, IL, KY, LA +11. Limited Liability Company (GA).
120-day rule (must reach $100M RAUM)No RAUM yet10+ employeesNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance