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Franklin Trend Investment Management, LLC

Franklin Trend Investment Management, LLC. CRD 282977

Franklin Trend Investment Management, LLC logo

CRD: 282977

Franklin Trend Investment Management, LLC

Boise, ID, 83702
2083451231
www.ftminvest.com
$32.5M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท UBS
Clients
Retail
Platforms
Summit
Established Date
04-26-2016
Office Locations
1

Office Locations

199 N. Capitol Blvd Suite 502 Boise ID

About Franklin Trend Investment Management, LLC

Franklin Trend Investment Management is a Boise-based RIA providing investment management and portfolio construction for retail investors, including entrepreneurs. The firm is an active value investor, looking for companies trading below its appraisal of future value, and uses a trend-following overlay to support a capital-preservation-first mandate. Portfolios commonly use ETFs alongside cash and high-quality bonds; custody includes Schwab.

Team overview

53 AVG AGE
$32.5M AVG AUM / ADVISOR
$738.8K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Element

Client Personas

Eagle

Custodian

Unison ember Ember

Investment Themes

Momentum Matrix vital

Investment Vehicles

Glacier prime Value north

Services

Vertex atlas Beacon

Technology

Timber optima

Owner & Executives

PAUL NORMAN FRANKLIN JR

PAUL NORMAN FRANKLIN JR

Chief Compliance Officer, Founder

CRD
#2393728
Ownership
75% or more
(642) 510-7999
vital.delta@unisoncapital.com
in linkedin.com/in/oak-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $32,446,132 --
Non-Discretionary $60,542 --
Total $32,506,674 --

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Separately Managed Accounts

Total SMA Asset: $32,506,674

$32.5M Total SMA
Equity - Exchange:
24.4%
Public Funds:
38.5%
Cash:
15.3%
Municipal Bonds:
21.8%
Asset class Assets Assets %
Equity - Exchange $1,385,492,473 24.4%
Public Funds $2,186,125,418 38.5%
Cash $868,771,919 15.3%
Municipal Bonds $1,237,858,029 21.8%
Total $5,678,247,839 100.0%

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