Cbre Capital Advisors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
53
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 owned by a domestic entity/individual. The profile indicates the firm does not serve as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset provides limited detail on the firm's specific advisory activities, fee schedules, or client mix, so its market positioning beyond the investment-bank classification is not described in the available record.

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
  • Katherine Stackler

    CRD 8312438

  • Bailey Puntereri

    Bailey Puntereri

    Senior Managing DirectorCRD 6320471

  • Matthew White

    Matthew White

    Senior Managing DirectorCRD 5014631

Unlock 49 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