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 a corporate-structured investment bank that registered with the SEC in 2008. Ownership is a mix of a domestic entity and an individual. Public disclosures indicate the firm does not act as a capital allocator and is not positioned as a multi-state investment adviser; it is not classified as an active ESG investor, pension consultant, or related adviser. The firm has provided limited public detail about its business lines and advisory activities. Where information exists it points to broker/dealer/investment banking activity rather than proprietary asset management or discretionary wealth advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Donald Sterling

    OwnerCRD 1192425

  • Lori Galloway

    Lori Galloway

    Sr. Managing DirectorCRD 1256593

  • Robert Garza

    Compliance PrincipalCRD 2647459

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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