Trendz Advisors

Overview

Trendz Advisors is a small, owner-managed corporate RIA that operates as a non-independent retail adviser while also carrying broker-dealer and insurance broker activity. The firm serves both individual and family clients as well as institutional or business clients, delivering portfolio management services for individuals, small businesses and institutions. Its advisory fees are charged as a percentage of assets under management. Regulatory and firm-level signals indicate the adviser is not positioned as an independent allocator or a multi-state ESG specialist; it also reports involvement as a sponsor/GP or managing member of pooled investment vehicles in addition to its broker-dealer registration and registered representative activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices