Generation Pmca Corp.

RIASEC RegisteredEst. 2002

Total AUM

$42.6M

Discretionary

$42.6M

100% of AUM

Avg account

$150K

Accounts

285

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 117842
Registered since: February 8, 2002
Website: generationpmca.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals60.2%
HNWI25.35%
Pooled Investment Vehicles7.4%
Corporations / Businesses7.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Generation Pmca Corp. is a corporation registered as an SEC adviser since 2002 that operates as a non-independent, retail RIA. Its client base includes individuals, families and institutional investors, and it provides discretionary portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional mandates. The firm bills clients based on a percentage of assets under management and also accepts performance-based fees. Generation Pmca Corp. is not identified as an active ESG investor and does not present itself as a multi-state or pension-consulting adviser.