Markettrend Advisors, Ltd. (Austin)

Markettrend Advisors, Ltd. is a large advisory firm based in Austin. It manages $25 million of regulatory assets for 259 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.

Markettrend Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Markettrend Advisors: assets under management

The assets under management (AUM) of Markettrend Advisors, Ltd. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.53 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Markettrend Advisors, Ltd. for their services and products based on a percentage of assets under management. 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 Markettrend Advisors, Ltd.

Don Scott Lansing has served as the Chief Investment Officer since 1 Sep 2004. Thierry Fabre joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Minssieux	Partner	1 Sep 2004	25% - 50%	4858153
Serge Jacques Dacic	Partner	1 Sep 2004	Other	4858157
Andreas Schreyer	Partner	1 Sep 2004	Other	4858161
Christophe Pierre Olivier	Partner	1 Sep 2004	Other	4858165
Don Scott Lansing	Partner/chief investment officer	1 Sep 2004	Other	4685997
Beatrice M. Schreyer	Partner, chief administrative officer	1 Aug 2005	Other	5045046
Garrett Pierre Beauvais	Partner/registered investment advisor	1 Aug 2006	Other	5079291
Craig Brandt	Partner/director of information services	1 Jan 2007	Other	5301641
Thierry Fabre	Partner	1 Mar 2008	Other	5512092

Based in Austin

The principal office where Markettrend Advisors, Ltd. performs its advisory services is located at 3318 Treadsoft Cove, Austin, TX 78748 The mailing address of the firm is 3720 Gattis School Road #800 214, Round Rock, TX 78664. It doesn’t run an office outside of the United States.