GLOBAL TRENDS INVESTMENTS

GLOBAL TRENDS INVESTMENTS of IRVINE, CA is an SEC-registered investment adviser (CRD 108854). Regulatory assets under management: $48.4M.

Registration

• CRD: 108854
• SEC file number: 801-56932
• Type: Registered investment adviser
• Location: 2010 MAIN STREET, SUITE 1170, IRVINE, CA, 92614
• Phone: 714.813.7300
• Latest filing: 2026-01-27
• Regulatory AUM: $48.4M
• Discretionary AUM: $48.4M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 108854 on SEC IAPD (source of record)
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