Investment Company in Gainesville, FL
TradePMR was established by registered investment advisors who wanted something different than the direct marketing ploys of traditional custodians. After enduring a difficult transition in the merger of two major RIA custodians in the mid-nineties, CEO Robb Baldwin, then an RIA, set out to build a different type of custodian. Instead of building another brokerage company that provided services to personal investors and only viewed RIAs as a secondary market, TradePMR started in 1998 with a singular purpose. To service RIAs, and RIAs only.
read moreTradePMR's technology is designed to be exactly what RIAs need because it was developed with the firsthand experiences of its Founder and CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow's technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors. Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIAs.