1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRADEWAY

Map pin
Phone877-777-0703
NotebookSEC #801-107518
Total AUM
$89.2M
Employees
36
Clients
611

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM- 4:30PM CENTRAL
MONDAY-THURSDAY
Phone
877-777-0703

ReceiptFinancials

Total AUM
$89.2M
Accounts
1,019
Discretionary
$89.2M
Accounts
1,019
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
601
AUM
$74.4M
HNW Individual Clients
10
AUM
$14.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXVAWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account