Multigenerational.Black Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$348,665
Clients
4
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$87,166
About
MultiGenerational.Black Inc. provides investment advisory and financial planning services to individuals, estates, businesses and retirement plans, offering discretionary portfolio management and a range of planning engagements. The firm explicitly focuses on first-time Black/African American and People of the Global Majority (PGM) stock-market investors by incorporating readiness materials and targeted guidance into its client services.
As a fiduciary, the firm uses fundamental analysis and a primarily long-term investment approach, constructing portfolios from low-cost, diversified mutual funds and ETFs while occasionally retaining legacy positions for portfolio fit or tax considerations. MultiGenerational emphasizes ongoing client contact to set objectives and risk tolerance, implements rebalancing or shorter-term trades when warranted, and provides advice on retirement-account decisions and rollovers.
What distinguishes the firm from many peers is its structured investor-education program — including the MGB Investing Starter Kit workshop, monthly MGB Money Study Hall classes, and a self-study financial-fluency course — aimed at preparing clients to invest. The firm also offers employer-facing 401(k) plan design and employee education, combining public education offerings with plan advisory work in a way that is relatively uncommon for small independent advisors.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
401(k) design services
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Demographic focus
African Americans/Black
Fee options
$49 for Self-Study Financial Planning Course; $1,995 annually for The MGB Investing Starter Kit Workshop
$830.50 per hour
Main office location
Multigenerational.Black Inc.
New York NY, United States
Number of offices
1
Most active in
Multigenerational.Black Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")