Trend Dynamics Inc.

Trend Dynamics Inc. (CRD# 106279) is a financial advisory firm headquartered in Beachwood, OH. They manage $43,700,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $1,285,294
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

OH

Financial Advisors at Trend Dynamics Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James D. Jefcoat
CRD#: 257783
Beachwood, OH
93
Wealthminder
score

James Jefcoat (CRD# 257783) is an Investment Advisor Representative working at Trend Dynamics Inc. in Beachwood, OH and has over 35 years of experience in the finance industry.

2
John C. Webb
CRD#: 460752
2000 Auburn Dr. Suite 200, Beachwood, OH 44122
93
Wealthminder
score

John Webb (CRD# 460752) is an Investment Advisor Representative working at Trend Dynamics Inc. in Beachwood, OH and has over 36 years of experience in the finance industry.

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