Est. Revenue
$400
@ 1% on AUM
Est. EBITDA
$120
@ 30% margin
Est. Deal Value
$960
@ 8× EBITDA
Identity
Registrations & legal identity
Operations
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Filings
Latest ADV filing
03/23/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
GEN FINANCIAL INC
Control Persons
GEN FINANCIAL INC
ALLU, AYODELE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.605
Wayback Last Material Change
2025-07-10T01:51:52.000Z
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2010-04-30T19:19:01.000Z
Wayback Last Snapshot
2025-07-10T01:51:52.000Z
Rdap Domain Creation Date
1999-12-09T18:37:47Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Census Median Hh Income
106,509
Census High Income Households
4,361
Census Pop 65 66 Total
411
Census Total Households
14,375
Census NAICS 523930 Count
15
Fdic Zip Total Deposits
431,059,519,000
Fdic Zip Top Banks
HSBC Bank USA, National Association
City National Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
8,911
Census Median Home Value
535,100
Census NAICS 523930 Employees
0
Census Unemployed Count
761
Fdic Zip Branches Raw
Emigrant Savings BankNew York City, NY
Home Savings of America, FSBNew York City, NY
Fdic Zip Top Bank Share Pct
44.75
Rdap Domain Expiration Date
2026-12-09T18:37:47Z
Rdap Domain Last Changed
2025-12-10T08:32:22Z
Rdap Nameservers
Ns1.lamedelegation.netNs2.lamedelegation.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
346.8
Wayback Closest Snapshot Ts
2025-07-10T01:51:52.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250710015152/http://vantar.com/
Wayback Distinct Digest Count
17
