Cbre Capital Advisors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
54
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
140565
Registered since
October 5, 2006

Firm profile

FINTRX

Overview

Cbre Capital Advisors, Inc. is organized as a corporation and has been SEC-registered since 2006. The firm is classified in the dataset as an investment bank and is identified as being owned by a domestic entity and an individual. The available records indicate the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not serve in a pension consultant or related-adviser capacity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Benji Baer

    Benji Baer

    Chief Marketing OfficerCRD 2200252

Contacts

3 of 52
  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

  • Michael Glynn

    Michael Glynn

    Managing DirectorCRD 2761852

  • Thomas Traynor

    Thomas Traynor

    Vice ChairmanCRD 2771398

Unlock 49 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2121 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth