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
265 Franklin Street, Suite 1702, Boston, MA 02110
http://www.intergenerationalcapital.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • 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
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 Hegarty, financial advisor Andover MA
Pamela J. Hegarty
CRD#: 2698539
300 Brickstone Square, Suite 201, Andover, MA 01810

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, financial advisor Andover MA
Yin T. Kon
CRD#: 5984670
300 Brickstone Square, Suite 201, Andover, MA 01810

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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