|
⚲
|
| Trend Trade Pro LLC
✚
|
|
|---|---|
| CRD # | 328383 |
| SEC # | 801-131644 |
| CIK # | |
| AUM | $298.3 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 626-234-8999 |
| Address | 155 S Fair Oaks Ave Pasadena, CA 91105 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 2.5 |
| (b) Individuals (high net worth individuals) | 117 | 95.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 196.5 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 298.3 |
| By Discretionary | ||
| Discretionary | 111 | 152.3 |
| Non-Discretionary | 50 | 146.0 |
| Total | 161 | 298.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 227.9 | |
| United States Persons | 70.5 | |
| Total | 161 | 298.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SPWM Advisors LLC
✚
|
MI | 0.3 |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Avid Wealth Partners LLC
✚
|
TX | 0.3 |
|
Marshall Investment Management LLC
✚
|
CO | 0.3 |
|
ITS Asset Management LP
✚
|
CT | 0.3 |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 0.3 |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.3 |