AdvisorCensus / Financial advisors / New York / New York, NY / Trade-PMR Inc.
Financial advisors in New York, NY using Trade-PMR Inc.
3 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Trade-PMR Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Forteris Wealth Management, Inc. | Armonk | SEC-registered investment adviser | $100 million to $500 million |
| Passive Management LLC | New York | SEC-registered investment adviser | Under $25 million |
| Wealthnest Capital Inc. | Staten Island | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Trade-PMR Inc. nationwide
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AdvisorCensus. Financial advisors in New York, NY using Trade-PMR Inc.. https://advisorcensus.com/advisors/ny/new-york/custodians/trade-pmr https://advisorcensus.com/advisors/ny/new-york/custodians/trade-pmr