Intergeneration Capital Management, LLC

Intergeneration Capital Management, LLC (CRD# 159087) is a financial advisory firm headquartered in Andover, MA. They manage $3,210,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,605,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Intergeneration Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Pamela J. Hegarty
CRD#: 2698539
300 Brickstone Square, Suite 201, Andover, MA 01810
90
Wealthminder
score

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 T. Kon
CRD#: 5984670
300 Brickstone Square, Suite 201, Andover, MA 01810
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.