Markettrend Advisors, Ltd. is a large advisory firm based in Austin. It manages $25 million of regulatory assets for 259 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.
Markettrend Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Markettrend Advisors, Ltd. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Markettrend Advisors, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Don Scott Lansing has served as the Chief Investment Officer since 1 Sep 2004. Thierry Fabre joined the executive team most recently as the Partner.
The principal office where Markettrend Advisors, Ltd. performs its advisory services is located at 3318 Treadsoft Cove, Austin, TX 78748 The mailing address of the firm is 3720 Gattis School Road #800 214, Round Rock, TX 78664. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-255-8722 or by fax 512-255-8732. The normal business hours are 8:00am - 5:00pm on Monday - Friday.