GENERATION WEALTH MANAGEMENT
Firm details
- Headquarters
- GREAT NECK, New York
- CRD number
- 286111
- Website
- genwealthnyc.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.64%
- HNWI2.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Generation Wealth Management is a small independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, along with small-business relationships, through fee-based portfolio management and financial planning. It also operates as an insurance broker. The firm charges clients a percentage of assets under management and does not position itself as a multi-state or pension consultant adviser. Generation Wealth Management is not an active ESG investor and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents25%
- US Government Bonds20%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1JEFF HO
Chief Investment OfficerCRD 4829434
Contacts
2 of 2CHINTU PANDYA
Sr. Programmer AnalystCRD 8003180
EDWARD LEE
Co-Founder and Managing PartnerCRD 5805251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREAT NECK, NY
NASSAU
Location
GREAT NECK, NY
Headquartered in GREAT NECK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 31 Cary Rd
- Time zone
- ET (UTC-5)
- Office locations
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