Trendstat Capital Management Inc. (Scottsdale)

Trendstat Capital Management Inc. is a large advisory firm based in Scottsdale. It manages $45.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of Arizona.

Trendstat Capital Management 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.

Trendstat Capital Management: assets under management

The assets under management (AUM) of Trendstat Capital Management Inc. is $45.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.65 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Trendstat Capital Management Inc. 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 Trendstat Capital Management Inc.

Peter Baxter Mauthe has been acting as President since 1 Jan 1998. Basso Family Trust U/D 6/19/97 joined the executive team most recently as the No Title.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Frank Basso	Ceo	1 Jan 1984	75% - 100%	1859374
Susan Diane Basso	Treasurer	1 Aug 1984	75% - 100%	4299568
Basso Family Trust U/D 6/19/97	No title	1 Jun 1997	75% - 100%	xxx-xx-xxxx
Peter Baxter Mauthe	President	1 Jan 1998	Other	865473

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Frank Basso	Trustee, beneficiary	1 Jun 1997	50% - 75%	1859374
Susan Diane Basso	Trustee, beneficiary	1 Jun 1997	50% - 75%	4299568

Based in Scottsdale

The principal office where Trendstat Capital Management Inc. performs its advisory services is located at 4300 N. Miller Road, Suite 141, Scottsdale, AZ 85251 3621, 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 480-970-3600 or by fax 480-970-5010. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday.