Trendscast Financial LLC

Trendscast Financial LLC (CRD# 166470) is a financial advisory firm headquartered in Eighty Four, PA. They manage $2,926,930 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $27,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

PA

Financial Advisors at Trendscast Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neil L. Maggi
CRD#: 6148668
1056 Route 519, Eighty Four, PA 15330
90
Wealthminder
score

Neil Maggi (CRD# 6148668) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 4 years of experience in the finance industry.

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