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TradePMR

Financial Services
+1 888-723-3767
2511 Northwest 41 Street, Gainesville, Florida, United States, 32606, Gainesville, Florida
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About TradePMR

TradePMR is a financial services company specializing in brokerage and custodial services for independent Registered Investment Advisors (RIAs). Here are some key points about TradePMR: - Location and Operations: TradePMR is headquartered in Gainesville, Florida, with an additional operations center in Tampa, Florida. The company was founded in 1998 by Robb Baldwin, who serves as its CEO[1][3][4]. - Services and Technology: TradePMR provides innovative technology tools and custodial support to help RIAs manage and grow their businesses. Their services include comprehensive custodial, operational, and trading support, along with a premium support model designed to enhance the customer service experience for advisors and their clients[3][5]. - Custodial Services: TradePMR partners with First Clearing, a trade name used by Wells Fargo Clearing Services, LLC, to provide custodial services. This partnership allows TradePMR to offer a range of services, including trust and banking services, giving advisors a competitive edge in the financial market[5]. - Recognition and Growth: TradePMR has been recognized as one of the best places to work in financial technology and has been expanding its operations, including the opening of a new office in Tampa to tap into the local talent pool[4]. The company is known for its focus on providing exceptional support and service to advisors[3][4]. - Revenue and Employees: As of recent data, TradePMR has an annual revenue of $5 million and employs approximately 128 people[1]. However, some sources list the employee count slightly differently[1].

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