Trendline Research & Management Corp (Glen Allen)

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.

Trendline Research & Management Corp: assets under management

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 firm manages $51.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.14 thousand each.

Fees & Commissions

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. 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.

Careers at Trendline Research & Management Corp

John Howe Cecil has been acting as President since 1 Dec 1998. William Davis Garrison joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Henry Jr. Shelor	Director, vice-president, secretary/treasurer	1 Mar 1988	25% - 50%	xxx-xx-xxxx
John Howell Ii Smart	Director, president	1 Mar 1988	25% - 50%	xxx-xx-xxxx
William Henry Shelor	Director, vice-president, secretary/treasurer	1 Mar 1988	25% - 50%	421244
John Howell Smart	Director, president	1 Mar 1988	25% - 50%	1834269
John Howe Jr. Cecil	Vice-president	1 Dec 1998	Other	xxx-xx-xxxx
John Howe Cecil	Director	1 Dec 1998	Other	43721
Bryan Kenner Berry	Director	1 Mar 2002	Other	2067964
William Davis Garrison	Director	1 May 2003	Other	4680149

Based in Glen Allen

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.