GENERATION CAPITAL MANAGEMENT LLC

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

About GENERATION CAPITAL MANAGEMENT LLC

GENERATION CAPITAL MANAGEMENT LLC, formally registered with the SEC as GENERATION CAPITAL MANAGEMENT LLC. The firm was established in 06/05/2009. They have over 1 offices throughout the country.

GENERATION CAPITAL MANAGEMENT LLC is a Pittsford, New York based Financial Planning firm with nearly $916,589,883 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128523
SEC#	801-70216
Assets Managed by Firm	$916,589,883
No. of Clients	323
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	323	$916,589,883
Individuals (other than high net worth individuals)	142	$20,756,005
High net worth individuals	46	$87,961,034
Pension and profit sharing plans	Fewer than 5 clients	$3,884,365
Charitable organizations	Fewer than 5 clients	$12,675,729

More Retirement Planning firms in Pittsford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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