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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Generation PMCA Corp
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| CRD # | 117842 |
| SEC # | 801-60917 |
| CIK # | |
| AUM | $40.8 M (2025-02-12) |
| Employees | 18 (50% Investors, 17% Brokers) |
| Phone | 416-861-0774 |
| Address | 22 St Clair Avenue East Toronto Ontario, Canada |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 22.5 |
| (b) Individuals (high net worth individuals) | 54 | 11.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 40.8 |
| By Discretionary | ||
| Discretionary | 327 | 40.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 328 | 40.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 36.8 | |
| United States Persons | 4.0 | |
| Total | 328 | 40.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transparent Wealth Consulting LLC
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|
NY | 0.0 |
|
Stringer Asset Management LLC
✚
|
TN | 0.0 |
|
Dominari Securities LLC
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|
NY | 0.0 |
|
Volumetric Advisers Inc
✚
|
0.0 | |
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
Lake Water Capital LLC
✚
|
0.0 | |
|
Alexander Beard USA Inc
✚
|
0.0 | |
|
Lincolnbridge Financial Planning LLC
✚
|
IL | 0.0 |
|
NGC Financial LLC
✚
|
NY | 0.0 |
|
Old Bridge Wealth Inc
✚
|
NY | 0.0 |