$48.4M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Guggenheim
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-03-1996
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About Global Trends Investments
Global Trends Investments is a Huntington Beach, CA advisory founded by ETF veteran Tom Lydon. The firm provides comprehensive, goals-based portfolio management for households with $500k+ to invest, building custom allocations exclusively with ETFs and adjusting exposures based on market trends and risk tolerance. Advisors are fully remote/video-enabled, and Lydon also founded ETF Trends, a site covering ETF news, products, and trends.
Team overview
63 AVG AGE
$48.4M AVG AUM / ADVISOR
$930.3K AVG AUM / CLIENT
30.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
THOMAS FRANCIS LYDON JR
Chief Compliance Officer, DIRECTOR
- CRD
- #1099080
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,374,435 | $214,003 |
| Non-Discretionary | $0 | -- |
| Total | $48,374,435 | $214,003 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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