Global Trends Investments
RIASEC Registered
Total AUM
$48.4M
Discretionary
$48.4M
100% of AUM
Avg account
$1.9M
Accounts
26
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 108854
- Website
- globaltrend.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Global Trends Investments is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging a mix of assets-under-management fees and fixed fees. Its client base is comprised of individual and family clients rather than institutional or pension sponsors. The firm does not identify as an active ESG investor and is not described as a multi-state or related adviser.
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 Equities85%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Thomas Lydon
FounderCRD 1099080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Najarian Financial LLC
RIABraintree, MA
AUM $48.4MTEAM 1REPS 1
Brandon Hill Wealth Management, LLC
RIAAUM $48.4MTEAM 1REPS 1
Greenstar Advisors
RIAAUM $48.4MTEAM 1REPS 1
Macneil Capital Management
RIAAUM $48.4MTEAM 1REPS 1
Full Court Strategic Wealth, LLC
RIAMount Laurel, NJ
AUM $48.4MTEAM 1REPS 1
Byron Place Capital Management, LLC
RIAMetuchen, NJ
AUM $48.4MTEAM 2REPS 2