GENERATIONAL CAPITAL MARKETS INC.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
RICHARDSON, Texas
CRD number
145869
Registered since
May 2, 2008

Firm profile

FINTRX

Overview

Generational Capital Markets Inc. is organized as a corporation and is registered with the SEC (registration year 2008). Public records classify the firm as an investment bank rather than a capital allocator or asset manager. Ownership is listed as a mix of a domestic entity and individual ownership. The dataset flags the firm as not being an active ESG investor, not a multi-state adviser, not a pension consultant and not a related adviser. The firm did not provide descriptive detail on its client base, fee arrangements, business activities or advisory services in the available snapshot. Taken together with its classification as an investment bank and the absence of allocator/manager designations, the material suggests the firm’s role is oriented toward capital markets or intermediary services rather than discretionary wealth management.

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

Contacts

3 of 13
  • MICHAEL GOSS

    Executive Manager DirectorCRD 7297668

  • TROY BLAKELY

    Vice President, M&ACRD 7444970

  • Aaron Presley

    Vice PresidentCRD 7853550

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHARDSON, TX

DALLAS

Location

RICHARDSON, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth