CRD: 335069
Generations Retirement Group, LLC
$37.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
202 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
45 Braintree Hill Office Park Suite 302 Braintree MA
About Generations Retirement Group, LLC
Generations Retirement Group, LLC is a Braintree-based RIA. The firm has been operating for 1 years. Managing $37.7M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$186.6K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
David Scott Corman
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #1609785
- Ownership
- 75% or more
Available
Available
Available
K
KAIJSA ELIZABETH KURSTIN
CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Matthew DiRuggiero
--
- CRD
- #6813028
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $37,688,215 | -- |
| Total | $37,688,215 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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