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 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

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