Markettrend Advisors, Ltd.

Markettrend Advisors, Ltd. (CRD# 132894) is a financial advisory firm headquartered in Round Rock, TX. They manage $28,785,685 in 178 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $161,717
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Markettrend Advisors, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Gerard A. Boening
CRD#: 1883638
Austin, TX
83
Wealthminder
score

Gerard Boening (CRD# 1883638) is an Investment Advisor Representative working at Markettrend Advisors, Ltd. in Austin, TX and has over 18 years of experience in the finance industry.

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