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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent filings

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth