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 is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2006 and is listed as having a domestic entity/individual ownership structure. FINTRX characterizes the firm as not acting as a capital allocator and not participating as an active ESG investor. It is also identified as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Publicly available FINTRX entries include limited detail on the firm's client base, fee schedule, specific business lines, or advisory activities; the dataset also notes no disclosed activities or affiliations. Because the firm has provided minimal descriptive information in that source, its product mix, target clients, and advisory model are not described there.

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
  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

  • Michael Glynn

    Michael Glynn

    Managing DirectorCRD 2761852

  • Thomas Traynor

    Thomas Traynor

    Vice ChairmanCRD 2771398

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