Overview
Assets Under Management: $134 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 35
Average Client Assets: $3.1 million
Frequently Asked Questions
GENERATIONS WEALTH PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294608), GENERATIONS WEALTH PLANNING LLC is subject to fiduciary duty under federal law.
GENERATIONS WEALTH PLANNING LLC is headquartered in SARASOTA, FL.
GENERATIONS WEALTH PLANNING LLC serves 35 high-net-worth clients according to their SEC filing dated June 19, 2018. View client details ↓
According to their SEC Form ADV, GENERATIONS WEALTH PLANNING LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GENERATIONS WEALTH PLANNING LLC manages $134 million in client assets according to their SEC filing dated June 19, 2018.
According to their SEC Form ADV, GENERATIONS WEALTH PLANNING LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.00%
Average Client Assets: $3.1 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 294608
Filing ID: 1225012
Last Filing Date: 2018-06-19 15:21:00