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Built to Help You

TradePMR was created by RIAs for RIAs.

The big custodial merger could impact your customer service bigtime. Our founder was in a similar situation years ago and decided to start a firm dedicated to providing exceptional customer service.

We are TradePMR, a growth-minded, service-oriented firm built by RIAs for RIAs. Since 1998, taking excellent care of you has been the cornerstone of our business.

So, the choice is yours. Do nothing and you may get an impersonal call center forced on you or make the decision to switch and get innovative technology and a custodian dedicated to helping you succeed.

 

 

 

 

Ready for
a conversation?

“The TradePMR philosophy is to give advisors a seamless experience and single interface whether they are using a TradePMR app or a third party’s.”

Joel Bruckenstein; Financial Advisor Magazine, July 20174

#1

Rated Custody Platform in Advisory Satisfaction (2019 T3 Software Survey)2

2019

"Excellence in Customer Service Award" Winner (Business Intelligence Group)3

50

"Top 50 Most Promising FinTech Solutions Providers of 2019" (CIO Review)4

20

Founder and CEO Robb Baldwin named "20 People who will Change Wealth Management in 2020" (Financial Planning Magazine)1



“20 People Who Will Change Wealth Management in 2020”

-Financial Planning Magazine
Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso.1

TradePMR-126Robb

 

TradePMR-281

 

We’re TradePMR. But you can call us
Rob, Scott, Becky...

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 reason why we’ve been rated the #1 Custody Platform in Advisor Satisfaction (2019 T3 Software Survey)2

As seen in

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The TradePMR Story

In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs.

That vision became TradePMR.

Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings to help you grow.

 

RETURN TO FORM

    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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