CRD: 286111
Generation Wealth Management
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
About Generation Wealth Management
Generation Wealth Management is a New York City boutique RIA serving entrepreneurs with portfolio management and holistic financial planning, including tax and insurance guidance. Investment approach spans ETFs and mutual funds alongside fixed income, real estate, and select alternatives. Custody support includes Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFF Y HO
Chief Investment Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4829434
- Ownership
- 50% but less than 75%
EDWARD LEE
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #5805251
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHINTU PANDYA
--
- CRD
- #8003180
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,330,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,330,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,590,809,484 | 48.0% |
| Cash | $501,969,338 | 9.3% |
| U.S. Government/Agency | $847,410,602 | 15.7% |
| Public Funds | $1,457,330,335 | 27.0% |
| Total | $5,397,519,759 | 100.0% |