This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2008
- Office Locations
- 1
Office Locations
About Marketriders
MarketRiders provides web-based, do-it-yourself portfolio management for investors who want to build and maintain a globally diversified, low-cost, ETF-based retirement portfolio. The platform supports portfolio construction, ongoing monitoring/notifications, and fee-aware rebalancing, and can be used with most brokerage accounts (including Schwab, Fidelity, Vanguard). Portfolios are based on asset-allocation methods developed by Nobel Laureates, with optional support when needed.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Patrick NICHOLAS Manders
Chief Compliance Officer
- CRD
- #6658729
- Ownership
- Less than 5%
KRISTOPHER ALEXANDER WALLACE
Chief Executive Officer
- CRD
- #2363185
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Yi-Ling Chen
--
- CRD
- #7521340
Richard Brian Connor
Financial Advisor
- CRD
- #2364764
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,732,170 | $215,960 |
| Non-Discretionary | $342,252,982 | $898,302 |
| Total | $362,985,152 | $760,975 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing