Overview
Assets Under Management: $298 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 117
Average Client Assets: $0.8 million
Frequently Asked Questions
TREND TRADE PRO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328383), TREND TRADE PRO, LLC is subject to fiduciary duty under federal law.
TREND TRADE PRO, LLC is headquartered in PASADENA, CA.
TREND TRADE PRO, LLC serves 117 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, TREND TRADE PRO, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
TREND TRADE PRO, LLC manages $298 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, TREND TRADE PRO, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.16%
Average Client Assets: $0.8 million
Total Client Accounts: 161
Discretionary Accounts: 111
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 328383
Filing ID: 2070669
Last Filing Date: 2026-03-19 12:54:02