TRENDZ ADVISORS

Overview

Trendz Advisors is a small, privately owned registered investment adviser that blends advisory work with broker-dealer and insurance brokerage activities. The firm’s investment posture favors equities, with the largest portion of client assets placed in exchange-traded securities. Business activity indicates they provide discretionary portfolio management for individuals and small businesses as well as advisory services to businesses and institutions, while also operating as a registered representative of a broker-dealer and participating in sponsor/GP roles for pooled vehicles. Fee billing is set as a percentage of assets under management. Given the mix of broker-dealer and advisory roles, Trendz Advisors appears to combine model or separately managed equity strategies with access to private placement and real estate opportunities. The firm is not positioned as an ESG-focused manager and reports a roughly even split between discretionary and non‑discretionary mandates, which suggests a client base that uses the firm both for fully managed portfolios and for advisory/transactional support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices