THIRD GENERATION CAPITAL MANAGEMENT
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 300367
- Website
- thirdgencapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Third Generation Capital Management operates as a Limited Liability Company and focuses on a variety of investment activities. The firm provides comprehensive advisory services, including financial planning, portfolio management for individuals and small businesses, and management for pooled investment vehicles. Additionally, it offers pension consulting services and conducts educational seminars and workshops. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1TROY ALLEY
Investment AdvisorCRD 6438059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 8150 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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