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Overview
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Trade-PMR is an investment service company specializing in state-of-the-art online trading. Our objective is to be an industry leader in the online brokerage firm industry, specializing in servicing independent Registered Investment Advisors. Because Trade-PMR’s focus is the independent investment advisor, we have one goal; providing tools advisors need to grow their business. From our client services group to our technology team, we are focused on keeping advisors ahead of the competition.

At Trade-PMR, we recognize the need for the investment advisor to remain competitive with the banks and brokerages that are quickly redefining how investors do business. We have put together products and services that go beyond that of other firms servicing advisors and strive to make sure your business thrives without minimum asset thresholds or quarterly fees. Trade-PMR is here to help build the fee-based portion of advisors business while providing resources for those who want to remain registered for commission business.

Trade-PMR provides advisors, who desire to become independent, a partner that has experience and resources to assist with your transition. Our dedicated client services team will assist from start to finish and make sure you are kept up to date on all new accounts and transfers.

Call one of our relationship managers today and let the future growth of your business begin today.

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