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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2021
- Office Locations
- 1
Office Locations
About ZEN Trends Capital LLC
ZenTrends Capital, LLC is an Oregon- and Washington-registered RIA providing actively managed, rules-based portfolio management tailored to each client’s risk tolerance. The firm adjusts allocations as market conditions change with a focus on capital protection and emerging opportunities, using broadly diversified portfolios implemented primarily with ETFs. Custody includes Charles Schwab and Interactive Brokers. Founded in 2021 by portfolio manager Cody Freeman.
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Owner & Executives
cody douglas freeman
Owner
- CRD
- #6775287
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,898,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,898,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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