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- Custodian
- Charles Schwab & Company · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2017
- Office Locations
- 1
Office Locations
About Trendcalc Dynamics
TrendCalc Dynamics is a Columbus, Ohio advisory run by Phil Hammond, CFP®, blending retirement-focused financial planning with professional investment management. The firm provides ongoing, actionable strategy aligned to clients’ objectives and lifestyle goals, with portfolios largely implemented through public funds and ETFs. Serves retail investors seeking coordinated planning + investment decisions, with Schwab among custodial relationships.
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Owner & Executives
PHILIP STUART HAMMOND JR
Chief Compliance Officer, Managing Member
- CRD
- #1422542
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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