TREND TRADE PRO, LLC

RIASEC RegisteredEst. 2024
Total AUM
$298M
Discretionary
$152M
51% of AUM
Avg account
$1.9M
Accounts
161
Employees
1
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
328383
Registered since
December 18, 2024
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses65.87%
  • HNWI32.16%
  • Pension & Profit Sharing Plans1.1%
  • Individuals0.82%
  • Charitable Organizations0.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trend Trade Pro, LLC is an LLC-structured investment adviser that provides portfolio management across individual and institutional clients. The firm blends discretionary and non-discretionary mandates and is set up to manage pooled investment vehicles as well as direct accounts for individuals, small businesses and institutions. Its fee schedule combines a percentage-of-assets model with performance-based fees, which suggests they run both conventional advisory SMA-style mandates and strategies where outperformance fees are appropriate for concentrated or opportunistic sleeves. The adviser reports a clear tilt toward exchange-traded equities as a primary allocation vehicle while also using mutual funds and third-party real estate managers for alternative exposure. Trend Trade Pro does not identify as an active ESG investor and is not presented as a multi-state adviser; its business activities emphasize direct portfolio management rather than pension consulting or broader capital allocation on behalf of external GPs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Exchange Traded Equities 57%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 14%, US Government Bonds 10%, Non-Exchange Traded Equities 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents14%
  • US Government Bonds10%
  • Non-Exchange Traded Equities1%

Contacts

1 of 1
  • May Miao

    CCO, Managing MemberCRD 4542381

Wealth teams

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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

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
155 S Fair Oaks Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth