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 is registered with the SEC as an investment adviser since 2001. The firm is individually owned and is categorized in the available records as "unclassified," with no public description of specific advisory services or client segments. Reported attributes indicate Tradebot Systems, Inc. does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or 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

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Recent M&A activity

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Recent filings

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Awards

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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