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TREND TRADE PRO, LLC
CRD 328383File 801-131644
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$298.3M
Below cohort median (national)
Discretionary AUM
$152.3M
Non-discretionary $146.0M
Clients
161
161 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 18, 2024
- Principal office
- 155 S. FAIR OAKS AVE., STE. 1028, PASADENA, CA, 91105
- Phone
- (626) 234-8999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.3M
- Discretionary AUM
- $152.3M
- Non-discretionary AUM
- $146.0M
- Discretionary accounts
- 111
- Non-discretionary accounts
- 50
- Total accounts
- 161
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $196.5M |
| Charitable organizations | Fewer than 5 | $137K |
| High net worth individuals | 117 | $95.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.3M |
| Individuals (other than high net worth individuals) | 24 | $2.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

