WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD #28289 SEC #801-68763 CEDAR RAPIDS, IA 319-364-3041
SEC Registered
Total AUM
$730.1M
Discretionary
$15.3M
Employees
16
Clients
--
Accounts
4,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $730.1M | $15.3M | $714.8M | 16 | 0 |
| Jun 2022 | $730.1M | $15.3M | $714.8M | 16 | 0 |
| Mar 2022 | $730.1M | $15.3M | $714.8M | 16 | 0 |
| Mar 2022 | $730.1M | $15.3M | $714.8M | 16 | 0 |
| Nov 2021 | $619.7M | $0 | $619.7M | 11 | 0 |
| Sep 2021 | $619.7M | $0 | $619.7M | 11 | 0 |
| Sep 2021 | $619.7M | $0 | $619.7M | 11 | 0 |
| May 2021 | $619.7M | $0 | $619.7M | 11 | 0 |
| Mar 2021 | $619.7M | $0 | $619.7M | 11 | 0 |
| Sep 2020 | $545.6M | $0 | $545.6M | 9 | 0 |
| Sep 2020 | $545.6M | $0 | $545.6M | 9 | 0 |
| Jun 2020 | $545.6M | $0 | $545.6M | 9 | 0 |
| Mar 2020 | $545.6M | $0 | $545.6M | 9 | 0 |
| Mar 2020 | $545.6M | $0 | $545.6M | 9 | 0 |
| May 2019 | $449.2M | $0 | $449.2M | 9 | 0 |
| Mar 2019 | $449.2M | $0 | $449.2M | 9 | 0 |
| Mar 2018 | $481.8M | $0 | $481.8M | 8 | 0 |
| Dec 2017 | $393.7M | $0 | $393.7M | 8 | 0 |
| Sep 2017 | $393.7M | $0 | $393.7M | 8 | 700 |
| Jan 2017 | $393.7M | $0 | $393.7M | 8 | 700 |
| Feb 2016 | $333.4M | $0 | $333.4M | 7 | 600 |
| Feb 2015 | $342.4M | $0 | $342.4M | 8 | 500 |
| Dec 2014 | $300.9M | $0 | $300.9M | 8 | 400 |
| Mar 2014 | $300.9M | $0 | $300.9M | 7 | 400 |
| Feb 2014 | $300.9M | $0 | $300.9M | 7 | 400 |
| Mar 2013 | $233.5M | $0 | $233.5M | 7 | 300 |
| Mar 2012 | $135M | $0 | $135M | 6 | 200 |
| Mar 2011 | $270M | $0 | $270M | 10 | -- |
| Feb 2011 | $270M | $0 | $270M | 10 | -- |
| Jan 2010 | $80M | $0 | $80M | 10 | -- |
| Jan 2008 | $30M | $0 | $30M | 10 | -- |
DateJul 2022
Total AUM$730.1M
Discretionary$15.3M
Non-Disc.$714.8M
Employees16
Clients0
DateJun 2022
Total AUM$730.1M
Discretionary$15.3M
Non-Disc.$714.8M
Employees16
Clients0
DateMar 2022
Total AUM$730.1M
Discretionary$15.3M
Non-Disc.$714.8M
Employees16
Clients0
DateMar 2022
Total AUM$730.1M
Discretionary$15.3M
Non-Disc.$714.8M
Employees16
Clients0
DateNov 2021
Total AUM$619.7M
Discretionary$0
Non-Disc.$619.7M
Employees11
Clients0
DateSep 2021
Total AUM$619.7M
Discretionary$0
Non-Disc.$619.7M
Employees11
Clients0
DateSep 2021
Total AUM$619.7M
Discretionary$0
Non-Disc.$619.7M
Employees11
Clients0
DateMay 2021
Total AUM$619.7M
Discretionary$0
Non-Disc.$619.7M
Employees11
Clients0
DateMar 2021
Total AUM$619.7M
Discretionary$0
Non-Disc.$619.7M
Employees11
Clients0
DateSep 2020
Total AUM$545.6M
Discretionary$0
Non-Disc.$545.6M
Employees9
Clients0
DateSep 2020
Total AUM$545.6M
Discretionary$0
Non-Disc.$545.6M
Employees9
Clients0
DateJun 2020
Total AUM$545.6M
Discretionary$0
Non-Disc.$545.6M
Employees9
Clients0
DateMar 2020
Total AUM$545.6M
Discretionary$0
Non-Disc.$545.6M
Employees9
Clients0
DateMar 2020
Total AUM$545.6M
Discretionary$0
Non-Disc.$545.6M
Employees9
Clients0
DateMay 2019
Total AUM$449.2M
Discretionary$0
Non-Disc.$449.2M
Employees9
Clients0
DateMar 2019
Total AUM$449.2M
Discretionary$0
Non-Disc.$449.2M
Employees9
Clients0
DateMar 2018
Total AUM$481.8M
Discretionary$0
Non-Disc.$481.8M
Employees8
Clients0
DateDec 2017
Total AUM$393.7M
Discretionary$0
Non-Disc.$393.7M
Employees8
Clients0
DateSep 2017
Total AUM$393.7M
Discretionary$0
Non-Disc.$393.7M
Employees8
Clients700
DateJan 2017
Total AUM$393.7M
Discretionary$0
Non-Disc.$393.7M
Employees8
Clients700
DateFeb 2016
Total AUM$333.4M
Discretionary$0
Non-Disc.$333.4M
Employees7
Clients600
DateFeb 2015
Total AUM$342.4M
Discretionary$0
Non-Disc.$342.4M
Employees8
Clients500
DateDec 2014
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees8
Clients400
DateMar 2014
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees7
Clients400
DateFeb 2014
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees7
Clients400
DateMar 2013
Total AUM$233.5M
Discretionary$0
Non-Disc.$233.5M
Employees7
Clients300
DateMar 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees6
Clients200
DateMar 2011
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees10
Clients--
DateFeb 2011
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees10
Clients--
DateJan 2010
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees10
Clients--
DateJan 2008
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees10
Clients--