Overview
Assets Under Management: $482 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 31
Average Client Assets: $6.4 million
Frequently Asked Questions
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. 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 #28289), WORLD TREND FINANCIAL PLANNING SERVICES, LTD. is subject to fiduciary duty under federal law.
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. is headquartered in CEDAR RAPIDS, IA.
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. serves 31 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, WORLD TREND FINANCIAL PLANNING SERVICES, LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. manages $482 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, WORLD TREND FINANCIAL PLANNING SERVICES, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.00%
Average Client Assets: $6.4 million
Total Client Accounts: 930
Non-Discretionary Accounts: 930
Regulatory Filings
CRD Number: 28289
Filing ID: 1177958
Last Filing Date: 2018-03-28 16:39:00