Traders A.I., Inc.

RIASEC Registered
Total AUM
$774K
Discretionary
$774K
100% of AUM
Avg account
$774K
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
Fairfax, Virginia
CRD number
331700
Registered since
July 5, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Traders A.I., Inc. is a corporate, institutionally-focused registered investment adviser that began SEC registration in 2024. The firm describes itself as an institutional RIA that provides portfolio management services for investment companies. Ownership is listed as an individual, and its client base is institutional rather than retail. Fee arrangements include a percentage-of-AUM component plus other fee types. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. It is not a multi-state adviser and is not listed as a related adviser.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfax, VA

Fairfax City

Location

Fairfax, VA

Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax City
Address
10300 Eaton Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth