GENERATION CAPITAL MANAGEMENT LLC

PITTSFORD, New York·3 registered advisors·CRD# 128523

SEC# 801-702160585-232-8560

01

Firm Overview

AUM

$917M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GENERATION CAPITAL MANAGEMENT LLC

3 registered advisors

Kasey Lee Wopperer

PITTSFORD, New York

Mary Anne Dejohn

PITTSFORD, New York

PITTSFORD, New York

05

Office Locations

PITTSFORD, New York

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Data sourced from SEC Form ADV filings. GENERATION CAPITAL MANAGEMENT LLC (CRD# 128523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.