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GENERATION CAPITAL MANAGEMENT LLC

Tel: 585-232-8560
1163 Pittsford-Victor Road
#100
Pittsford, New York  14534

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GENERATION CAPITAL MANAGEMENT LLC

GENERATION CAPITAL MANAGEMENT LLC is a Pittsford, New York based financial advisory firm with nearly $916,589,883 in assets under management and provides investment advisory services for 323 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

128523

SEC#:

801-70216

No. of Clients:

323

Assets under Management

$916,589,883

No. of Advisors:

6

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