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Home > Retirement Planners > ohio > mason > GENERATIONS WEALTH, LLC
GENERATIONS WEALTH, LLC
5947 Deerfield Blvd
Suite 202
Mason, Ohio 45040
Tel: (513) 834-8056
About GENERATIONS WEALTH, LLC
GENERATIONS WEALTH, LLC, formally registered with the SEC as GENERATIONS WEALTH, LLC. The firm was established in 11/24/2014. They have over 1 offices throughout the country.
GENERATIONS WEALTH, LLC is a Mason, Ohio based Financial Planning firm with nearly $207,174,727 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173352 |
| SEC# | 801-80555 |
| Assets Managed by Firm | $207,174,727 |
| No. of Clients | 298 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (TAX PLANNING & COMPLIANCE; INVESTMENT CONSULTING; PERSONAL CFO; FAMILY OFFICE SVCS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 298 | $207,174,727 |
| Individuals (other than high net worth individuals) | 31 | $9,766,646 |
| High net worth individuals | 40 | $197,408,081 |
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