Cbre Capital Advisors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
52
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 a corporation that registered with the SEC in 2006 and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Other registry flags in the record indicate it is not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset does not provide details on services offered, client segments, fee schedules, or specific advisory activities.

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 51
  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Michael Glynn

    Michael Glynn

    Managing DirectorCRD 2761852

  • Thomas Traynor

    Thomas Traynor

    Vice ChairmanCRD 2771398

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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