Vest Trend Services Inc. is an internet adviser based in Kihei Maui. It manages $16 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.
Vest Trend Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Vest Trend Services Inc. is $16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% 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 Vest Trend Services Inc. for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Vest Trend Services Inc. performs its advisory services is located at 3220 South Kihei Rd, Kihei Maui, HI 96753, 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 808-875-9871 or by fax 808-875-9872. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday.