TRADESPRO LLC

RIASEC Registered

Total AUM

$158K

Discretionary

$158K

100% of AUM

Avg account

$31.6K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Addison, Texas
CRD number: 336150
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: HNWI86.71%
Individuals13.29%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tradespro LLC is organized as a limited liability company under individual ownership and is classified in the data as an unclassified adviser. The firm provides financial planning and portfolio management for individuals and small businesses, and it also engages in publishing periodicals or newsletters, market timing services, and educational seminars or workshops. Fee arrangements reported include percentage-of-AUM billing as well as hourly, subscription, fixed and performance-based fee options. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The data indicates Tradespro is not positioned as a capital allocator; its activities are focused on advisory and educational services to individual and small-business clients.