TICKERTRENDS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
328614

Firm profile

FINTRX

Overview

Tickertrends is a small, individual-owned limited liability company that appears to operate primarily through a private fund vehicle rather than traditional advisory relationships with retail clients. The firm’s disclosed activity centers on a single hedge fund, which indicates its investment management is organized around pooled-capital strategies and manager-directed allocations. Public client-facing advisory services are not reflected in the available records. The firm’s structure and reporting point to a concentrated, owner-driven setup: ownership is shared among a handful of principals and the fund vehicle is modest in scale. That profile is consistent with boutique managers that run strategy-specific hedge funds, often emphasizing active trading, tactical allocations or niche market opportunities rather than broad-based advisory platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ADRIEN NAVARRE

    CEO and FounderCRD 7816197

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3838 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth