GENERATIONAL EQUITY LABS, INC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
328403
Registered since
November 6, 2023

Firm profile

FINTRX

Overview

Generational Equity Labs, Inc. is organized as a corporation and is registered with the SEC as of 2023. The firm is owned by an individual and is listed under an unclassified adviser type in the dataset. The firm's public filing records provide limited disclosure about its client base and day-to-day advisory activities. The snapshot data flags the firm as not being an active ESG investor, not a multi-state adviser, and not a pension consultant.

Assets & Accounts

Investments & Alternatives

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
  • TIMOTHY HARLETH

    CEO & Co-FounderCRD 7813637

Contacts

1 of 1
  • MARCIA SAMPLES

    ShareholderCRD 7814495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1455 Pennsylvania Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth