TREND TRADE PRO, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $298.3M |
| Discretionary | $152.3M51% of AUM |
| Non-Discretionary | $146.0M |
| Client Accounts | 161 |
| Avg Account Size | $1.9M |
| Employees | 1 |
| Peak AUM | $298.3MMar 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$298M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $298M | +56.2% | — | — | |
| Discretionary AUM | $152M | ||||
Key Metrics
| Total AUM | $298.3M |
| Discretionary | $152.3M |
| Employees | 1 |
| Client Accounts | 161 |
Contact & Location
Address
155 S. FAIR OAKS AVE.
PASADENA CA 91105
Phone
(626) 234-8999
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$152M
51.1% of AUM
Non-Discretionary
$146M
48.9% of AUM
Disc. mix ▲ 10.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported