GENERATIONS WEALTH, LLC

MASON, Ohio·2 registered advisors·CRD# 173352
SEC# 801-805550(513) 834-8056
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GENERATIONS WEALTH, LLC

2 registered advisors
Derek Rogell Tinnin
MASON, Ohio
Pamela Duecker Clark
MASON, Ohio
05

Office Locations

MASON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. GENERATIONS WEALTH, LLC (CRD# 173352) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.