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Home > Retirement Planners > connecticut > greenwich > GENERATION PARTNERS MANAGEMENT, LLC
GENERATION PARTNERS MANAGEMENT, LLC
Two Lafayette Court
Greenwich, Connecticut 06830
Tel: 203-422-8200
About GENERATION PARTNERS MANAGEMENT, LLC
GENERATION PARTNERS MANAGEMENT, LLC, formally registered with the SEC as GENERATION PARTNERS MANAGEMENT, LLC. The firm was established in 05/23/2016. They have over 3 offices throughout the country.
GENERATION PARTNERS MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $404,997,044 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160589 |
| SEC# | 801-107884 |
| Assets Managed by Firm | $404,997,044 |
| No. of Clients | 8 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $404,997,044 |
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