|
⚲
|
| Generation PMCA Corp
✚
|
|
|---|---|
| CRD # | 117842 |
| SEC # | 801-60917 |
| CIK # | |
| AUM | $42.6 M (2026-02-24) |
| Employees | 20 (45% Investors, 15% Brokers) |
| Phone | 416-861-0774 |
| Address | 22 St Clair Avenue East Toronto Ontario, Canada |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 25.7 |
| (b) Individuals (high net worth individuals) | 47 | 10.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 42.6 |
| By Discretionary | ||
| Discretionary | 284 | 42.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 285 | 42.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 38.6 | |
| United States Persons | 4.0 | |
| Total | 285 | 42.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |
|
Esoterica Capital LLC
✚
|
0.0 | |
|
Franklin Parker Financial LLC
✚
|
0.0 | |
|
A & L Personal Business Management LLC
✚
|
0.0 | |
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
Guide Wealth Management LLC
✚
|
0.0 | |
|
Acacia Grove Wealth Management LLC
✚
|
NY | 0.0 |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |