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 classified as an investment bank. The entity first registered with the SEC in 2008 and is owned by a domestic individual/entity. The profile indicates the firm does not operate as a capital allocator and is not structured as a multi-state registered adviser. It is not flagged as an active ESG investor, nor as a pension consultant or related adviser. There are no fee-based advisory roles, client segments, or business activities listed in the record. That combination of attributes — investment bank classification, no capital-allocation role and no advisory designations — suggests the firm functions more in transactional or capital-markets capacities than as a traditional asset manager.

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

    Michael Goss

    Executive Manager DirectorCRD 7297668

  • Troy Blakely

    Troy Blakely

    Vice President, M&ACRD 7444970

  • Aaron Presley

    Aaron Presley

    Vice PresidentCRD 7853550

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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