TradePMR is a leading brand in the field of RIA (Registered Investment Advisor) custodial services. They specialize in delivering top-notch technology and white-glove customer service to RIAs. With a focus exclusively on independent financial advisors, TradePMR offers a custodial service platform that is designed to support your success as if it were their own.

TradePMR was created by RIAs for RIAs. Its founder, Robb Baldwin, was an RIA himself who envisioned a custodial services provider that prioritizes the best technological tools and exceptional support for RIAs. Whether you are a breakaway broker or an existing RIA, TradePMR offers a seamless transition process tailored to your firm's unique needs.

One of TradePMR's standout features is its award-winning customer service and technology offerings, which are specifically designed to help you grow your business. Their Fusion custody platform, hailed as the number one rated by advisors, provides a superior user experience with advanced features such as basket trading capabilities. With TradePMR, you can trust that your clients' best interests are always at the forefront.

They are committed to providing RIAs with the resources, training, and dedicated support necessary to operate efficiently and successfully. Experience a better choice for custodial services with TradePMR