Channel Trend Asset Management Corporation (Dallas)

Name: Channel Trend Asset Management Corporation
Address: 16501 Addison Rd. Ste 212, Dallas, TX, 75001
Telephone: 972-432-4648

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.

Channel Trend Asset Management Corporation: assets under management

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 firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.29 thousand each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Channel Trend Asset Management Corporation

Channel Trend Asset Management Corporation is owned by James Lester Piot. Steven Lynn Burks joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Lester Piot	Owner/chief compliance officer	1 Apr 2011	50% - 75%	1770770
Steven Lynn Burks	Owner	1 Apr 2011	50% - 75%	1466048

Based in Dallas

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.