We are TradePMR, a growth-minded, service-oriented firm built by RIAs for RIAs. We were founded on the idea that RIAs are in the best position to succeed when they have access to both advanced technology and hands-on support.
Let’s have a conversation and you can hear why advisors nationwide are making the switch.
TradePMR’s Founder and CEO Robb Baldwin was a successful RIA (like yourself) but realized after a difficult custodial merger that most advisors weren’t getting the support they needed.
Listen to how he navigated his own RIA firm's custodial transition and the lessons he learned.
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
As an RIA, it’s good to know our team members by name and have direct phone numbers. No dealing with a different person each and every time. We take ownership and are invested in every one of your requests.
That’s one of the reasons we’ve been named the top-ranked Custodial Platform in Advisor Satisfaction twice.2
