Top financial advisors in Long Island City, NY
We’ve curated a list of the best financial advisors in Long Island City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$31,771,507
Number of advisors
1 advisors
| $31,771,507 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Long Island City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Long Island City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Trend Discovery Capital Management, LLC
Trend Discovery Capital Management, LLC is a financial advisory firm based in Long Island City, New York. It currently has approximately $31,771,507 of assets under management and employs about 1 people. Trend Discovery Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$31,771,507 under management
1 advisor
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management Of Debt Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Long Island City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Long Island City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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