Intergeneration Capital Management, LLC
Intergeneration Capital Management, LLC (CRD# 159087) is a financial advisory firm headquartered in Boston, MA. They manage $5,331,943 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Intergeneration Capital Management, LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$2,665,972
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Intergeneration Capital Management, LLC
1
Pamela Hegarty (CRD# 2698539) is an Investment Advisor Representative working at Intergeneration Capital Management, LLC in Andover, MA and has 1 year of experience in the finance industry.
2
Yin Kon (CRD# 5984670) is an Investment Advisor Representative working at Intergeneration Capital Management, LLC in Andover, MA and has 1 year of experience in the finance industry.
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