Institute Of Trade Management
Firm details
- Headquarters
- Farmington Hills, Michigan
- CRD number
- 123977
- Website
- www.trademgmt.com
- Fee structure
- Hourly Charges, Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Institute Of Trade Management is organized as a limited liability company and operates as an independent registered investment adviser serving individuals and small businesses. The firm lists an individual owner and provides portfolio management services rather than acting as a multi-state adviser or pension consultant. Its stated fee structure includes hourly charges and other unspecified fee arrangements. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
David Kubicek
Managing DirectorCRD 827659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Farmington Hills, MI
Oakland
Location
Farmington Hills, MI
Headquartered in Farmington Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 32781 Middlebelt Rd
- Time zone
- ET (UTC-5)
- Office locations
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