Generations Wealth, LLC
Generations Wealth, LLC (CRD# 173352) is a financial advisory firm headquartered in Mason, OH. They manage $207,174,727 in 298 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management207MILLION
-
Total Number of Accounts298ACCOUNTS
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Average Account Value$695,217
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, KY, OH, TX
Financial Advisors at Generations Wealth, LLC
1
Pamela Clark (CRD# 5156194) is an Investment Advisor Representative working at Generations Wealth, LLC in Mason, OH and has 1 year of experience in the finance industry.
2
Ryoichi Tsuchiya (CRD# 3120557) is an Investment Advisor Representative working at Generations Wealth, LLC in Mason, OH and has over 25 years of experience in the finance industry.
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