Trend Trade Pro, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 19, 2026, reports $298M in regulatory assets under management, 1 employee, and 161 accounts.
Assets Under Management
$298M
Employees
1
Offices
--
Total Clients
161
Primary office
PASADENA, CA
155 S. FAIR OAKS AVE., STE. 1028, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.7% of total clients.
Top client categories% of clientsClients
1
HNWI
72.7%
117
2
Individuals
14.9%
24
3
Corporations
11.2%
18
4
Pension Plans
0.6%
1
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of March 19, 2026
Discretionary51.1%
$152M
51% of total RAUM51.1%
Non-discretionary48.9%
$146M
49% of total RAUM48.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$298M
Total Accounts161
10Y AUM Change+$116M (+63.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee161:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.