Tradeworx Inc is a large advisory firm based in New York. It manages $750 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.
Tradeworx provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tradeworx Inc is $750 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 461% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tradeworx Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael J Beller has been acting as President since 1 Apr 1999. Richard Steven Flores joined the executive team most recently as the Ceo, Director.
The principal office where Tradeworx Inc performs its advisory services is located at 90 Broad Street, New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in Red Bank, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-509-3556 or by fax 212-509-3557. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at tradeworx.com.