CHOICETRADE

Overview

Choicetrade is organized as a corporation and is registered with the SEC, with registration dating back to 2000. FINTRX characterizes ownership as a mix of a domestic entity and an individual owner and lists the firm's classification as unclassified. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Other FINTRX flags show Choicetrade is not a multi-state adviser, is not newly formed, and is not marked as a pension consultant. Several common profile fields such as business activities, advisory activities, client base, and fee structure are not populated in the available record. FINTRX also notes two office locations (see below), while simultaneously marking the firm as not multi-state, a discrepancy worth noting if state registration or operational footprint is material to your due diligence.

Assets & Accounts

Location & Offices