Metatrends LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$305K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
141645
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Metatrends LLC is an independently owned RIA organized as an LLC that focuses on fee-based portfolio management for individual and family clients, including small businesses. The firm charges a percentage-of-AUM advisory fee and also operates as a registered representative of a broker-dealer, which suggests it can access broker-dealer product platforms in addition to its advisory practice. Ownership is individual rather than institutional, and the firm does not identify itself as a capital allocator or a multi-state adviser. ESG investing does not appear to be a stated emphasis.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Colin Mcgroarty

    Investment AdvisorCRD 5957466

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth