PENSIONTREND INVESTMENT ADVISERS, LLC
CRD #116900 SEC #801-60702 OKEMOS, MI 517-349-2149
SEC Registered
Total AUM
$751.3M
Discretionary
$21M
Employees
--
Clients
10
Accounts
370
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHROEDER, DENISE, PAULETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| SCHROEDER, DENISE, PAULETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| SCHROEDER, DENISE, PAULETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, COMPLIANCE OFFICER | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, PRINCIPAL | E | Control |
| KLIEBERT, LEE, MICHAEL | I | MEMBER, PRINCIPAL | E | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| DELANEY, RICHARD, CARL | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| HYDE, BRADFORD, HOPKINS | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
| MURRAY, JON, DAVID | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 18, 2011 REGISTERED
Notice Filings (3)
AZ CA MI
Address
2149 JOLLY RD SUITE 200OKEMOS, MI 48864
United States
Phone: 517-349-2149