Trendscast Financial LLC
Trendscast Financial LLC (CRD# 166470) is a financial advisory firm headquartered in Eighty Four, PA. They manage $17,256,500 in 289 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Trendscast Financial LLC
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$59,711
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, PA, TN, TX
Financial Advisors at Trendscast Financial LLC
1
Nicholas Destefano (CRD# 2933489) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 26 years of experience in the finance industry.
2
Neil Maggi (CRD# 6148668) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 11 years of experience in the finance industry.
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