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TRENDLINE RESEARCH & MANAGEMENT CORP
TRENDLINE RESEARCH & MANAGEMENT CORP
TRENDLINE CAPITAL MANAGEMENT
GLEN ALLEN, Virginia
·
3 registered advisors
·
CRD# 105876
SEC# 801-32090
804-323-9100
01
Firm Overview
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at TRENDLINE RESEARCH & MANAGEMENT CORP
3 registered advisors
Bryan Kenner Berry
GLEN ALLEN, Virginia
CRD# 2067964
John Howell Smart
GLEN ALLEN, Virginia
CRD# 1834269
William Henry Shelor
GLEN ALLEN, Virginia
CRD# 421244
05
Office Locations
GLEN ALLEN, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. TRENDLINE RESEARCH & MANAGEMENT CORP (CRD# 105876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.