Traders A.I., Inc.
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
FINTRXOverview
Traders A.I., Inc. is a corporation registered with the SEC in 2024 and operates as an institutional registered investment adviser. The firm is owned by an individual and targets institutional clients rather than retail households. Its principal advisory activity is managing portfolios for investment companies, indicating a focus on pooled-vehicle mandates or fund-level portfolio management rather than one-off retail accounts. The firm charges fees partly as a percentage of assets under management and through other fee arrangements. It does not identify as an active ESG investor, is not positioned as a capital allocator, and does not list pension consulting or related-adviser roles among its activities. The adviser is not registered as a multi-state firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ashok Margam
FounderCRD 5411089
Geetika Iyer
Co-FounderCRD 7919649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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