THIRD GENERATION CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
300367
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

FINTRX

Overview

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

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

1 of 1
  • TROY ALLEY

    Investment AdvisorCRD 6438059

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth