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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1999
- Office Locations
- 6
Office Locations
About Tradeway
TRADEway is an SEC-registered RIA focused on helping Christian families become active stock traders through education, coaching, and advisory support. It delivers guidance via live multi-day trading challenges, strategy sessions, events, videos, and a podcast, and offers portfolio/model tools (AMPT). The firm highlights a referral-centric approach and lists Interactive Brokers as a custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Technology
Owner & Executives
Charlotte Kay Mitchell
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
David Parker Mitchell
CHAIRMAN OF THE BOARD OF DIRECTORS, Founder
- CRD
- #6627987
- Ownership
- 50% but less than 75%
Showing 2 of 6 owners & executives
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Peter Stephen Breidt
Associate
- CRD
- #6646413
Dennis Stanley Foster
Investment Adviser Rep
- CRD
- #7781554
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,228,820 | $87,565 |
| Non-Discretionary | $0 | -- |
| Total | $89,228,820 | $87,565 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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