M
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
19 yrs Firm Age
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- Custodian
- Stonex
- Clients
- Retail
- Platforms
- Pioneer peak
- Established Date
- 01-26-2007
- Office Locations
- 1
Office Locations
-- Sewickley PA
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.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$305.0K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Ridge horizon
Client Personas
Delta Focus delta
Custodian
Horizon delta Quantum Beacon Wave Insight Timber vital
Investment Themes
Vital Optima zenith Delta matrix
Investment Vehicles
Optima delta Legacy timber
Services
Unison value Alpha Pioneer vertex Capital Peak ember Vital glacier Oak Eagle vertex Prime meridian
Technology
Signal beacon
Owner & Executives
C
COLIN WILLIAM MCGROARTY
President
- CRD
- #5957466
- Ownership
- 75% or more
(572) 329-2324
beacon.pathway@embercapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $6,100,000
Public Funds:
10.0% Equity - Exchange:
35.4% Cash:
54.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $355,878,237 | 10.0% |
| Equity - Exchange | $1,259,808,957 | 35.4% |
| Cash | $1,943,095,171 | 54.6% |
| Total | $3,558,782,365 | 100.0% |