Falists
← Back to search

TRENDCALC DYNAMICS

TRENDCALC CAPITAL MANAGEMENT LLC

CRD 288325

Visit website

21 E. STATE STREET, SUITE 200, COLUMBUS, OH, 43215, United States

Phone

614-300-7390

Fax

614-816-2973

Registration

— (—)

Source

State registered

Total AUM

$35.1M

Discretionary AUM

$35.1M

Team

1 total employees; 1 advisory reps; 30 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals67$19.2M
High net worth individuals3$15.9M

All web addresses on file

Official SEC filing: View on IAPD