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VALUE TREND CAPITAL MANAGEMENT LP
1939 Friendship Drive, Suite C
El Cajon, California 92020
Tel: 619-588-9700
About VALUE TREND CAPITAL MANAGEMENT LP
VALUE TREND CAPITAL MANAGEMENT LP, formally registered with the SEC as VALUE TREND CAPITAL MANAGEMENT LP. The firm was established in 07/22/1999. They have over 1 offices throughout the country.
VALUE TREND CAPITAL MANAGEMENT LP is a El Cajon, California based Financial Planning firm with nearly $10,070,172 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108716 |
| SEC# | 801-56657 |
| Assets Managed by Firm | $10,070,172 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $10,070,172 |
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