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TRENDSCAST FINANCIAL LLC
CRD 166470
1056 ROUTE 519, EIGHTY FOUR, PA, 15330, United States
Phone
724-705-7907
Fax
800-741-7595
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$15.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $21.9M |
| High net worth individuals | 12 | $3.3M |
| Pension/profit sharing plans | 3 | $250K |
Official SEC filing: View on IAPD