$32.9M Total AUM
$32.9M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2004
- Office Locations
- 1
Office Locations
-- Austin TX
About Markettrend Advisors, Ltd.
MarketTrend Advisors, Ltd. is an Austin, TX registered investment adviser serving retail clients with financial planning and portfolio construction. The firm emphasizes asset allocation and uses ETFs as a core implementation vehicle (alongside mutual funds), with exposure that can include emerging markets, long/short and real estate themes. Primary custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$16.5M AVG AUM / ADVISOR
$457.6K AVG AUM / CLIENT
20.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Harbor bridge
Investment Themes
Horizon bridge Legacy radial Vital harbor
Investment Vehicles
Crest
Services
Radial north Ember
Owner & Executives
SERGE JACQUES DACIC
Investment Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
(908) 298-9934
alpha.focus@focuscapital.com
in linkedin.com/in/value-ember
F
FRANK MINSSIEUX
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(253) 349-1381
delta.delta@elementcapital.com
in linkedin.com/in/value-focus
P
Pathway catalyst
Momentum zenith
- CRD
- #50284
- Ownership
- 46.0%
(781) 386-1295
vertex.prime@foundationcapital.com
in linkedin.com/in/beacon-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,944,890 | $99,144 |
| Non-Discretionary | $0 | $1,057,705 |
| Total | $32,944,890 | $106,812 |
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Separately Managed Accounts
Total SMA Asset: $32,944,890
Equity - Exchange:
59.0% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,626,225,447 | 59.0% |
| Cash | $1,825,004,125 | 41.0% |
| Total | $4,451,229,572 | 100.0% |