$38.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Guggenheim · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2010
- Office Locations
- 1
Office Locations
5908 Toole Drive Suite A Knoxville TN
About Trendz Advisors
Trendz Advisors is a Knoxville, TN RIA focused on helping investors manage 401(k) accounts, providing allocation guidance and portfolio adjustments aimed at improving retirement outcomes. The firm builds diversified, model-style portfolios using ETFs and mutual funds, with an emphasis on asset allocation and portfolio construction. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$38.7M AVG AUM / ADVISOR
$227.5K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DONALD OWEN TAYLOR
President
- CRD
- #725947
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,714,672 | $108,349 |
| Non-Discretionary | $17,956,087 | -- |
| Total | $38,670,759 | $108,349 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing