RIA Intel›Advisers›Idaho›FRANKLIN TREND INVESTMENT MANAGEMENT, LLC

FRANKLIN TREND INVESTMENT MANAGEMENT, LLC

Advisory

BOISE, ID

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$290K

across 112 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$32M

Non-Discretionary AUM$61K

Discretionary %99.8%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, SC, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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