Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > mexia > TRADEWAY
TRADEWAY
158 Private Road 5489
Mexia, Texas 76667
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 Mexia, Texas based Financial Planning firm with nearly $68,426,036 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281879 |
| SEC# | 801-107518 |
| Assets Managed by Firm | $68,426,036 |
| No. of Clients | 677 |
| No. of Advisors | 43 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 677 | $68,426,036 |
| Individuals (other than high net worth individuals) | 674 | $64,569,056 |
| High net worth individuals | Fewer than 5 clients | $3,856,980 |
More Retirement Planning firms in Mexia, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Mexia, Texas