Trendline Research & Management Corp is an adviser based in Glen Allen. It manages $51.94 million of regulatory assets for 494 client accounts. It has been registered with the SEC as an adviser since 2001.
Trendline Research & Management Corp provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trendline Research & Management Corp is $51.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trendline Research & Management Corp for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Howe Cecil has been acting as President since 1 Dec 1998. William Davis Garrison joined the executive team most recently as the Director.
The principal office where Trendline Research & Management Corp performs its advisory services is located at 4820 Lake Brook Drive, Glen Allen, VA 23060 9285, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-323-9100 or by fax 804-888-8220. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.