Metatrends LLC
Firm details
- Headquarters
- ,
- CRD number
- 141645
- Website
- www.metatrendsllc.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Metatrends LLC is an independently owned RIA organized as an LLC that focuses on fee-based portfolio management for individual and family clients, including small businesses. The firm charges a percentage-of-AUM advisory fee and also operates as a registered representative of a broker-dealer, which suggests it can access broker-dealer product platforms in addition to its advisory practice. Ownership is individual rather than institutional, and the firm does not identify itself as a capital allocator or a multi-state adviser. ESG investing does not appear to be a stated emphasis.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1Colin Mcgroarty
Investment AdvisorCRD 5957466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations