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Building 2VEST TREND SERVICES INC.

Map pinKIHEI MAUI, HI
Phone808-875-9871
NotebookSEC #801-56960
Total AUM
$16M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3220 SOUTH KIHEI RD
KIHEI MAUI
HI 96753
USA
Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Phone
808-875-9871

ReceiptFinancials

Total AUM
$16M
Accounts
16
Discretionary
$16M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOME FEES ARE SHARED WITH FIRST COAST ASSET MANAGMENT, AN RIA

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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