This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2013
- Office Locations
- 1
Office Locations
About Trendhaven Investment Management, LLC
Trendhaven Investment Management is an RIA offering absolute-return, trend-following strategies delivered through safe, liquid separately managed accounts. It uses a proprietary quantitative investment decision model to follow market price trends, including in U.S. high-yield markets, with an emphasis on minimizing month-to-month losses. Serves retail investors (including retirees and entrepreneurs); custody includes Wells Fargo.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL WILLIAM CHONISKI
FOUNDER, MANAGING DIRECTOR
- CRD
- #6227226
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,991,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,991,625 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing