TRADEWAY

5215 N O'Connor Blvd 12th Floor Suite 111
Irving, Texas 75039
Tel: 877-777-0703

About TRADEWAY

TRADEWAY, formally registered with the SEC as TRADEWAY. The firm was established in 04/15/2016. They have over 1 offices throughout the country.

TRADEWAY is a Irving, Texas based Financial Planning firm with nearly $53,401,369 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281879
SEC#	801-107518
Assets Managed by Firm	$53,401,369
No. of Clients	351
No. of Advisors	40

Fee Structure

A Percentage of AUM
Subscription Fees
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	351	$53,401,369
Individuals (other than high net worth individuals)	351	$53,401,369

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