Trendscast Financial LLC

Trendscast Financial LLC (CRD# 166470) is a financial advisory firm headquartered in Eighty Four, PA. They manage $17,256,500 in 289 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

1056 Route 519, Eighty Four, PA 15330

By the Numbers

Total Assets Under Management

17

MILLION
Total Number of Accounts

289

ACCOUNTS
Average Account Value

$59,711

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, PA, TN, TX

Financial Advisors at Trendscast Financial LLC

Showing 1 - 2 of 2 top financial advisors.

Nicholas J. Destefano

CRD#: 2933489

1056 Route 519, Eighty Four, PA 15330

Nicholas Destefano (CRD# 2933489) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 26 years of experience in the finance industry.

Neil L. Maggi

CRD#: 6148668

1056 Route 519, Eighty Four, PA 15330

Neil Maggi (CRD# 6148668) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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