RIA Intel›Advisers›Missouri›TREND MANAGEMENT, INC.

TREND MANAGEMENT, INC.

Advisory

SPRINGFIELD, MO

Data as of Jun 5, 2025 · Source: SEC Form ADV

Rank in MO

#281

of 342 advisers by AUM

Average account

$516K

across 161 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2025.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients161

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMO, TX

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

161 clients

40 high-net-worth

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

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