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.

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