T
$25.4M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
2 Employees
270 ADV. Clients
13 yrs Firm Age
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- Custodian
- First Clearing · Merrill Lynch · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2013
- Office Locations
- 2
Office Locations
1056 Route 519 Eighty Four PA
-- Georgetown CA
About Trendscast Financial LLC
Trendscast Financial LLC is a Eighty Four-based RIA with 2 offices. The firm has been operating for 13 years. Managing $25.4M in total assets under management, with 2 advisory representatives. They custody assets with First Clearing and Merrill Lynch.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$94.3K AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
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Services
Available
Owner & Executives
N
NEIL LOUIS MAGGI
Chief Compliance Officer, Insurance Agent
- CRD
- #6148668
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
NICHOLAS Joiseph DESTEFANO
Director of Strategic Planning
- CRD
- #2933489
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,950,000 | -- |
| Non-Discretionary | $9,500,000 | -- |
| Total | $25,450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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