Marketriders

RIASEC RegisteredEst. 2008
Total AUM
$363M
Discretionary
$20.7M
6% of AUM
Avg account
$761K
Accounts
477
Employees
6
Advisory reps
4

Firm details

Headquarters
Chesterfield, Missouri
CRD number
147963
Registered since
September 4, 2008
Custodians
APEX CLEARING CORPORATION
Fee structure
Percentage of AUM, Subscription Fees
Client types
  • Individuals97.81%
  • HNWI2.19%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Marketriders is a corporation registered with the SEC since 2008 that provides advisory services to individual and family clients. Ownership is reported as a combination of a domestic entity and an individual. The firm offers financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Its fees are billed as a percentage of assets under management and via subscription fees. Marketriders is not positioned as a capital allocator and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm lists a broker-dealer affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Exchange Traded Equities 1%99%
  • Public Funds/Mutual Funds99%
  • Exchange Traded Equities1%

Owners & executives

3 of 3
  • Kristopher Wallace

    Kristopher Wallace

    President, CEOCRD 2363185

  • Richard Connor

    Chief Operations OfficerCRD 2364764

  • Patrick Manders

    Chief Compliance OfficerCRD 6658729

Contacts

1 of 1
  • Yi-Ling Chen

    Yi-Ling Chen

    Account SpecialistCRD 7521340

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1 Mcbride Son Ctr Dr
Time zone
CT (UTC-6)
Office locations

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