GENERATION PMCA CORP.
Total AUM
$42.6M
Employees
20Clients
326Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 ST. CLAIR AVENUE EAST
18TH FLOOR
TORONTO, ONTARIO
M4T 2S3
Canada
18TH FLOOR
TORONTO, ONTARIO
M4T 2S3
Canada
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
416-861-0774
Financials
Total AUM
$42.6M
Accounts
285Discretionary
$42.6M
Accounts
284Non-Discretionary
$60.8K
Accounts
1
Clients
Individual Clients
255AUM
$25.7M
HNW Individual Clients
47AUM
$10.8M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
2AUM
$3.2M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
15AUM
$3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISE CORPORATIONS SEEKING FINANCING AND PROVIDE REFERRALS OF INVESTORS AND/OR LENDERS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.