Trend Trade Pro, LLC

RIASEC Registered

Total AUM

$298M

Discretionary

$152M

51% of AUM

Avg account

$1.9M

Accounts

161

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 328383
Registered since: December 18, 2024
Website: www.trendtradepro.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses65.87%
HNWI32.16%
Pension & Profit Sharing Plans1.1%
Individuals0.82%
Charitable Organizations0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trend Trade Pro, LLC is an independent registered investment adviser organized as an LLC. The firm became SEC-registered in 2024 and is owned by an individual principal. Its client mix includes high-net-worth individuals and families as well as institutional clients. Service offerings focus on discretionary and non-discretionary portfolio management across individual/small business accounts, pooled investment vehicles and business or institutional accounts. Compensation is a mix of percentage-of-AUM fees and performance-based fees. The firm does not identify as an ESG investor and is not classified as a capital allocator.