Marketriders
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 147963
- Registered since
- September 4, 2008
- Website
- www.marketriders.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals97.81%
- HNWI2.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Marketriders is a corporation registered with the SEC since 2008 that provides advisory services to individual and family clients. Ownership is reported as a combination of a domestic entity and an individual. The firm offers financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Its fees are billed as a percentage of assets under management and via subscription fees. Marketriders is not positioned as a capital allocator and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm lists a broker-dealer affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds99%
- Exchange Traded Equities1%
Owners & executives
3 of 3
Kristopher Wallace
President, CEOCRD 2363185
Richard Connor
Chief Operations OfficerCRD 2364764
Patrick Manders
Chief Compliance OfficerCRD 6658729
Contacts
1 of 1
Yi-Ling Chen
Account SpecialistCRD 7521340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 1 Mcbride Son Ctr Dr
- Time zone
- CT (UTC-6)
- Office locations
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