TRADERS A.I., INC.
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
FINTRXOverview
Traders A.I., Inc. is a small corporate adviser registered with the SEC that provides portfolio management services for investment companies. The firm’s declared client base is institutional, and its fee model includes a percentage-of-AUM component plus other fee arrangements. The firm is classified as unclassified and is owned by an individual owner type. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. Its stated advisory activity is focused on managing portfolios for investment companies, which implies work with fund structures or similar pooled-vehicle mandates rather than a broad retail client roster. Given the firm’s name and its advisory focus, the business appears oriented toward trading or quantitative management for institutional vehicles, though its regulatory snapshot does not list broader lines such as financial planning, wealth management for households, or capital allocation to third-party managers.
Assets & Accounts
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
Contacts
2 of 2ASHOK MARGAM
FounderCRD 5411089
Geetika Iyer
Co-FounderCRD 7919649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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