Overview
Assets Under Management: $175 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 34
Average Client Assets: $2.1 million
Frequently Asked Questions
TRENT CAPITAL MANAGEMENT INC 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 #107344), TRENT CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
TRENT CAPITAL MANAGEMENT INC is headquartered in GREENSBORO, NC.
TRENT CAPITAL MANAGEMENT INC serves 34 high-net-worth clients according to their SEC filing dated December 06, 2024. View client details ↓
According to their SEC Form ADV, TRENT CAPITAL MANAGEMENT INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
TRENT CAPITAL MANAGEMENT INC manages $175 million in client assets according to their SEC filing dated December 06, 2024.
According to their SEC Form ADV, TRENT CAPITAL MANAGEMENT INC 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: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.77%
Average Client Assets: $2.1 million
Total Client Accounts: 302
Discretionary Accounts: 276
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 107344
Filing ID: 1918301
Last Filing Date: 2024-12-06 13:15:00