Channel Trend Asset Management Corporation is an investment adviser to a business development company based in Dallas. It manages $1.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.
Channel Trend Asset Management Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, security ratings or pricing services, and market timing 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.
The assets under management (AUM) of Channel Trend Asset Management Corporation is $1.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Channel Trend Asset Management Corporation 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.
Channel Trend Asset Management Corporation is owned by James Lester Piot. Steven Lynn Burks joined the executive team most recently as the Owner.
The principal office where Channel Trend Asset Management Corporation performs its advisory services is located at 16501 Addison Rd. Ste 212, Dallas, TX 75001, 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 972-432-4648. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.amerigomgmt.com.