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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trend Trade Pro LLC
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|---|---|
| CRD # | 328383 |
| SEC # | 801-131644 |
| CIK # | |
| AUM | $191.0 M (2025-07-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 626-234-8999 |
| Address | 155 S Fair Oaks Ave Pasadena, CA 91105 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 1.3 |
| (b) Individuals (high net worth individuals) | 91 | 62.8 |
| (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 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 10 | 124.6 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 191.0 |
| By Discretionary | ||
| Discretionary | 29 | 76.7 |
| Non-Discretionary | 99 | 114.3 |
| Total | 128 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 128 | 191.0 |
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|---|---|---|
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |
|
Haverdink Financial Management LLC
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MI | 0.2 |
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Wernau Asset Management Inc
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MA | 0.2 |
|
Ball & Company Wealth Management Inc
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0.2 | |
|
Williams Financial LLC
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VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
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|
PA | 0.2 |
|
ARK Wealth Management LLC
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|
TX | 0.2 |
|
Nova Wealth Management Inc
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|
FL | 0.2 |
|
Parker Financial Advisors LLC
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|
TX | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 |