Trendhaven Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168437
- Website
- trendhaven.net
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trendhaven Investment Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the specific needs of its clients. Trendhaven is not classified as a capital allocator and does not engage in ESG investing. Its fee structure includes a combination of percentage-based fees on assets under management, hourly charges, and fixed fees, allowing for flexibility in client billing.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Choniski
OwnerCRD 6227226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations