Choicetrade

Overview

Choicetrade is organized as a corporation and is listed as an SEC-registered adviser since 2000. Ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than placing it into a standard advisory category. Publicly available FINTRX fields indicate Choicetrade does not act as a capital allocator and does not identify as an active ESG investor. It is not marked as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided limited detail about its advisory activities, client mix, fee schedules, or specific business lines in the FINTRX entry.

Assets & Accounts

Location & Offices