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Building 2TREND TRADE PRO, LLC

Map pinPASADENA, CA
Phone(626) 234-8999
NotebookSEC #801-131644
Total AUM
$298.3M
Employees
1
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 S. FAIR OAKS AVE.
STE. 1028
PASADENA
CA 91105
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(626) 234-8999

ReceiptFinancials

Total AUM
$298.3M
Accounts
161
Discretionary
$152.3M
Accounts
111
Non-Discretionary
$146M
Accounts
50

ContactClients

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Individual Clients
24
AUM
$2.5M
HNW Individual Clients
117
AUM
$95.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$137K
Corporation or Business Clients
18
AUM
$196.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNVNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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