TECHNOMART RGA INC

RIASEC Registered
Total AUM
$338M
Discretionary
$57.5M
17% of AUM
Avg account
$4.8M
Accounts
70
Employees
7
Advisory reps
1

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
107891
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI83%
  • Individuals17%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing Services

Firm profile

FINTRX

Overview

Technomart Rga Inc operates as a small, equity-focused adviser serving individual and family clients. Investment activity centers on exchange-traded equities, with portfolios structured primarily through separately managed account (SMA) formats and similar listed-equity vehicles. The firm provides active portfolio management and explicitly offers market timing services, which signals an opportunistic, trading-capable approach rather than a purely buy-and-hold methodology. Publication of periodicals or newsletters is part of its activity mix, suggesting the firm publishes market views or investment commentary that may feed into portfolio decisions. Business and billing practices are flexible: Technomart Rga Inc charges a mix of percentage-of-AUM fees alongside hourly, subscription and fixed fees. That fee mix aligns with a firm that combines traditional advisory relationships with consulting, subscription research, or project-based work. Owner type is individual and the client base is exclusively individuals and families, which typically leads to tailored, relationship-driven advisory work and customized equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • H. JOSEPH PARNES

    FounderCRD 4341628

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
401 E Pratt St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth