TRADEWAY

Overview

Tradeway is a corporation that registered with the SEC in 2016 and positions itself as a multi-state adviser serving individual and family clients as well as small businesses. The firm’s service mix includes discretionary portfolio management alongside educational efforts and published commentary — it runs seminars/workshops and issues periodicals or newsletters. Tradeway’s business activity is listed as “other financial product salesperson,” and its ownership is held by an individual. The firm charges clients through a combination of percentage-of-AUM fees as well as subscription and fixed-fee arrangements. Tradeway does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices