Trend Sync

Trend Sync (CRD# 156111) is a financial advisory firm headquartered in Dallas, TX. They manage $18,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $400,000
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.

TX

Financial Advisors at Trend Sync
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth J. Jilek
CRD#: 705179
5310 Harvest Hill Rd., Suite 191, Lb 135, Dallas, TX 75230
83
Wealthminder
score

Kenneth Jilek (CRD# 705179) is an Investment Advisor Representative working at Trend Sync in Dallas, TX and has over 15 years of experience in the finance industry.

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