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Trend Dynamics Inc (Shaker Hts.)


Trend Dynamics Inc is an adviser based in Shaker Hts.. It manages $41.51 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

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Trend Dynamics provides portfolio management for individuals and small businesses, pension consulting services, and proprietary software service. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trend Dynamics: assets under management

The assets under management (AUM) of Trend Dynamics Inc is $41.51 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.68 million in discretionary accounts and $2.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $655.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $472.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trend Dynamics Inc for their services and products based on a percentage of assets under management and subscription fees. 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.

Based in Shaker Hts.

The principal office where Trend Dynamics Inc performs its advisory services is located at 2686 Wadsworth Rd, Shaker Hts., OH 44122 The mailing address of the firm is 2000 Auburn Drive, Suite 200, Beachwood, OH 44122 5413. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-292-8144 or by fax 216-595-1503. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.trenddynamics.com.


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