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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2007
- Office Locations
- 1
Office Locations
About Metatrends LLC
Metatrends, LLC is a Pennsylvania-based independent RIA providing investment management and financial planning for individuals and families as well as corporate retirement plans, trusts, and estates. Portfolios emphasize public funds, including ETFs and mutual funds, alongside asset-allocation and risk-management approaches. Planning work commonly spans retirement, tax, and estate considerations. Primary custody includes StoneX.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $305.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
COLIN WILLIAM MCGROARTY
President
- CRD
- #5957466
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Metatrends LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.