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| Keyboard |
| Trend Trade Pro LLC
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|---|---|
| CRD # | 328383 |
| SEC # | 801-131644 |
| CIK # | |
| AUM | 298.3 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-234-8999 |
| Address | 155 S Fair Oaks Ave Pasadena, CA 91105 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 2.5 |
| (b) Individuals (high net worth individuals) | 117 | 95.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 196.5 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 298.3 |
| By Discretionary | ||
| Discretionary | 111 | 152.3 |
| Non-Discretionary | 50 | 146.0 |
| Total | 161 | 298.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 227.9 | |
| United States Persons | 70.5 | |
| Total | 161 | 298.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
Crescent Hill Partners LLC
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Avid Wealth Partners LLC
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|
Marshall Investment Management LLC
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CO | 298.0 M |
|
ITS Asset Management LP
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CT | 297.8 M |
|
Graystone Partners Wealth Management LLC
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AZ | 297.3 M |
|
Opinicus Capital Inc
✚
|
FL | 297.1 M |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 297.0 M |