TECHNOMART RGA INC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1H. JOSEPH PARNES
FounderCRD 4341628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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