Tradition Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 325015
- Website
- traditionment.com
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.4%
- Individuals31.78%
- Other16.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tradition Investment Management, LLC is a small, owner-operated RIA organized as an LLC that focuses on advising individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management services tailored to individuals and small businesses. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm maintains an affiliation with an insurance company and uses annuities as part of its investment toolkit.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities31%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Benjamin Halliburton
Chief Investment OfficerCRD 1600144
Richard Halliburton
Chief Operating OfficerCRD 5073907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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