Trend Trade Pro, LLC

RIASEC RegisteredEst. 2024

Total AUM

$298M

Discretionary

$152M

51% of AUM

Avg account

$1.9M

Accounts

161

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 328383
Registered since: December 18, 2024
Website: www.trendtradepro.com
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 SEC-registered advisor organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides portfolio management across retail accounts, pooled investment vehicles, and business or institutional mandates. Its fee program combines an assets-under-management charge with the option of performance-based compensation. Trend Trade Pro identifies equities as its primary preference and does not market itself as an ESG-focused or multi-state adviser.