Institute Of Trade Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Farmington Hills, Michigan
CRD number
123977
Fee structure
Hourly Charges, Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Kubicek

    David Kubicek

    Managing DirectorCRD 827659

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth