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Trend Trader, LLC (Scottsdale)


Trend Trader, LLC is a large advisory firm based in Scottsdale. It manages $41 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Arizona.

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Trend Trader provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trend Trader: assets under management

The assets under management (AUM) of Trend Trader, LLC is $41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Trend Trader, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Trend Trader, LLC performs its advisory services is located at 8700 E. Northsight Blvd.,, Scottsdale, AZ 85260, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 480-948-1146 or by fax 480-948-1195. The normal business hours are 6 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.trendtrader.com.


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