ZEN Trends Capital LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 311991
- Website
- zentrendscapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.81%
- Individuals23.19%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ZEN Trends Capital LLC is a small, owner-managed investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and serves individual and family clients rather than institutional mandates. It does not identify as an ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Advisory activity is centered on discretionary portfolio management.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Cody Freeman
Portfolio ManagerCRD 6775287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 2222 Nw Lovejoy St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
MP Townsend Financial
RIAPortland, OR
Pathlight Financial Planning LLC
RIAPortland, OR
Oregon Financial Products & Services, LLC
RIAPortland, OR
Westlake Wealth Management, LLC
RIAPortland, OR
MKG Financial Group, Inc.
RIAPortland, OR
Somerset Wealth Management, LLC
RIAPortland, OR