Red Dot Trading, LLC is a mid-sized advisory firm based in New York. It manages $61.64 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Red Dot Trading provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment adviser to private funds. 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 Red Dot Trading, LLC is $61.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% 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 Red Dot Trading, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael James Fowler joined the executive team most recently as the Senior Portfolio Manager.
The principal office where Red Dot Trading, LLC performs its advisory services is located at 555 Fifth Avenue, New York, NY 10017 The mailing address of the firm is 555 Fifth Avenue, New York, NY 10017. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-503-0410. The normal business hours are appt only on Other. You can find more information about the New York firm at www.reddottrading.com.