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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-1991
- Office Locations
- 2
Office Locations
About Trend Management, Inc.
Trend Management, Inc. is a Springfield, MO investment advisory firm focused on personalized investment management and retirement planning. The team brings 50+ years of combined experience and builds primarily ETF-based portfolios, with flexibility across cash and fixed income as needed. Works with retail and institutional relationships and can custody through firms such as Schwab and Merrill Lynch.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK JULIAN BRUEGGEMANN
Investment Advisor, President
- CRD
- #1121075
- Ownership
- 75% or more
KELLY RENEE CLIFT
Chief Compliance Officer, Investment Advisor
- CRD
- #5318451
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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