Tradespro LLC

RIAState Registered
Total AUM
$158K
Discretionary
$158K
100% of AUM
Avg account
$31.6K
Accounts
5
Employees
1
Advisory reps
1

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 a Texas-based limited liability company that provides advisory and education-oriented services to individuals and small businesses. The firm offers financial planning and portfolio management, and it produces periodicals or newsletters and runs educational seminars and workshops. It also lists market timing services among its activities. Tradespro charges in several ways—percentage of AUM, hourly fees, subscription and fixed fees, and performance-based fees—suggesting flexibility in engagement models. The firm does not identify as an ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

1 of 1
  • Robert Hudak

    Robert Hudak

    Chief Compliance OfficerCRD 8079535

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Addison, TX

Dallas

Location

Addison, TX

Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3939 Belt Line Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth