Marketriders
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 147963
- Registered since
- September 4, 2008
- Website
- www.marketriders.com
- 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
FINTRXOverview
Marketriders is an independent registered investment adviser organized as a corporation and registered with the SEC in 2008. The firm serves individual and family clients and combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with the publication of periodicals or newsletters. Its fee model mixes a percentage-of-AUM charge with subscription fees, which likely ties to its newsletter or research offering. Marketriders lists both a domestic entity and individual among its owners and notes an industry affiliation with a broker-dealer.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
3 of 3
Kristopher Wallace
President, CEOCRD 2363185
Richard Connor
Chief Operations OfficerCRD 2364764
Patrick Manders
Chief Compliance OfficerCRD 6658729
Contacts
1 of 1
Yi-Ling Chen
Account SpecialistCRD 7521340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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