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TREND MANAGEMENT, INC.
CRD 113847
3039 S FORT AVE,, UNIT D, SPRINGFIELD, MO, 65807, United States
Phone
417-882-5746
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.0M
Discretionary AUM
$83.0M
Team
3 total employees; 3 advisory reps; 161 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-06-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $50.0M |
| High net worth individuals | 40 | $32.0M |
| Charitable organizations | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD