Cbre Capital Advisors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
51
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 is classified in the snapshot data as an investment bank. The firm registered with the SEC in 2006. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. Several typical profile fields (fee structure, detailed business or advisory activities, and client segmentation) are not provided in the source data.

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 50
  • Bailey Puntereri

    Bailey Puntereri

    Senior Managing DirectorCRD 6320471

  • Matthew White

    Matthew White

    Senior Managing DirectorCRD 5014631

  • Daniel Butler

    Daniel Butler

    DirectorCRD 7565835

Unlock 47 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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