Tradebot Systems, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
116571
Registered since
November 2, 2001

Firm profile

FINTRX

Overview

Tradebot Systems, Inc. is organized as a corporation and appears in public filings as an SEC-registered entity since 2001. The ownership is recorded as individual ownership, and the firm is classified in the dataset as "unclassified" rather than under a standard advisory category. The profile indicates Tradebot Systems, Inc. does not operate as a capital allocator and is not identified as an active ESG investor. The dataset does not include specifics on the firm's client segments, fee schedules, or a detailed description of advisory or business activities. It is also listed as not being a multistate adviser, not newly formed, not a pension consultant, and not marked as a related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

2 of 2
  • David Cummings

    David Cummings

    CEO/OwnerCRD 4463351

  • Jennifer Tomlinson

    Jennifer Tomlinson

    Chief Financial OfficerCRD 5527368

Contacts

3 of 20
  • Jeffrey Watts

    Jeffrey Watts

    Systems AdministratorCRD 6137220

  • Henry Waldenmeyer

    Henry Waldenmeyer

    Financial AnalystCRD 7400284

  • Mark Pugel

    Software DeveloperCRD 5133288

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kansas City, MO

Clay

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Clay
Address
1251 Nw Briarcliff Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth