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Pamela Joan Hegarty

Intergeneration Capital Management, LLC

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About Pamela Joan Hegarty

Pamela Hegarty is a Chartered Financial Analyst and has been with Intergeneration Capital Management, LLC since 2011. Pamela holds a registration as an Investment Advisor Representative in the state of Massachusetts. Pamela currently works out of the Intergeneration Capital Management, LLC office in Andover, Massachusetts. Intergeneration Capital Management, LLC manages assets for pooled investment vehicles. The firm primarily manages assets for clients with pooled investment vehicles.

Firm Information

Pamela Hegarty is currently registered with Intergeneration Capital Management, LLC. Intergeneration Capital Management, LLC is an investment advisor registered with the SEC. The firm provides pension consulting, portfolio management for businesses, and portfolio management for pooled investment vehicles. They have two clients and manage $5,331,943 in assets.

$5.33M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Early redemption fees

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Pamela Hegarty’s Registration & Firm History

MA

10/13/2011 - Present

Intergeneration Capital Management, LLC (ANDOVER MA)

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Licenses & Designations

State Registrations

Active

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SRO Registrations

Disclosures

There are no public disclosures for Pamela Joan Hegarty.
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