Trend Discovery Capital Management, LLC

Trend Discovery Capital Management, LLC (CRD# 170082) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $3,419,990 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,419,990
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

NY

Financial Advisors at Trend Discovery Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William B. Hoagland
CRD#: 5989166
Mount Pleasant, SC
90
Wealthminder
score

William Hoagland (CRD# 5989166) is an Investment Advisor Representative working at Trend Discovery Capital Management, LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry.

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