Markettrend Advisors, Ltd.
RIAState Registered
Total AUM
$32.9M
Discretionary
$32.9M
100% of AUM
Avg account
$161K
Accounts
204
Employees
3
Advisory reps
6
Firm details
- Headquarters
- ,
- CRD number
- 132894
- Website
- www.markettrendadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.95%
- Individuals19.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Markettrend Advisors, Ltd. is structured as a partnership owned by an individual and focuses on portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and lists its primary advisory activity as discretionary portfolio management. It is not positioned as an ESG-driven manager and is not identified as a capital allocator or pension consultant; its regulatory classification in the source data is unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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