TradePMR works with growth-minded independent RIAs (Registered Investment Advisors), providing innovative technology tools and custodial support that could help an advisor transform their business. TradePMR focuses on empowering advisors and their support staff with tools that could help effectively manage their business and provide exceptional support to their clients.
TradePMR’s technology is designed to be precisely what RIAs need because it was developed with the first-hand experiences of its Founder, CEO and former Registered Investment Advisor, Robb Baldwin. After a problematic custodial merger years ago, he realized that what advisors needed was not only tomorrow’s technology today, but also a company uniquely focused on providing extraordinary support and service to advisors.
Founded in 1998, the privately-held brokerage and custodial services provider (MEMBER FINRA/SIPC) is based in Gainesville, Fla.