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Trendz Advisors, Inc. (Knoxville)


Trendz Advisors, Inc. is an adviser based in Knoxville. It manages $17.88 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Tennessee.

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

Trendz Advisors: assets under management

The assets under management (AUM) of Trendz Advisors, Inc. is $17.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 334% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trendz Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Knoxville

The principal office where Trendz Advisors, Inc. performs its advisory services is located at 265 Brookview Centre Way, Knoxville, TN 37919, 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 865-583-7390 X22 or by fax 865-583-7398. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.trendzadvisors.com.


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