Traders A.I., Inc.

RIASEC RegisteredEst. 2024
Total AUM
$774K
Discretionary
$774K
100% of AUM
Avg account
$774K
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
Fairfax, Virginia
CRD number
331700
Registered since
July 5, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Traders A.I., Inc. is a corporation registered with the SEC in 2024 and operates as an institutional registered investment adviser. The firm is owned by an individual and targets institutional clients rather than retail households. Its principal advisory activity is managing portfolios for investment companies, indicating a focus on pooled-vehicle mandates or fund-level portfolio management rather than one-off retail accounts. The firm charges fees partly as a percentage of assets under management and through other fee arrangements. It does not identify as an active ESG investor, is not positioned as a capital allocator, and does not list pension consulting or related-adviser roles among its activities. The adviser is not registered as a multi-state firm.

Assets & Accounts

Location & Offices

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

Contacts

2 of 2
  • Ashok Margam

    FounderCRD 5411089

  • Geetika Iyer

    Co-FounderCRD 7919649

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfax, VA

Fairfax City

Location

Fairfax, VA

Headquartered in Fairfax, VA, 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
Fairfax City
Address
10300 Eaton Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth