TREND TRADE PRO, LLC
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
FINTRXOverview
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
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 Equities57%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents14%
- US Government Bonds10%
- Non-Exchange Traded Equities1%
Contacts
1 of 1May Miao
CCO, Managing MemberCRD 4542381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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