GENERATIONS WEALTH PLANNING LLC

SARASOTA, Florida·2 registered advisors·CRD# 294608
SEC# 801-1128521941-316-0282
01

Firm Overview

AUM
$5M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GENERATIONS WEALTH PLANNING LLC

2 registered advisors
Kevin M Lyons
SARASOTA, Florida
Robert Emmett Lyons
SARASOTA, Florida
05

Office Locations

SARASOTA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. GENERATIONS WEALTH PLANNING LLC (CRD# 294608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.