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TRADEMARK CAPITAL MANAGEMENT INC.

Tel: 706-534-2351
1551 Jennings Mill Road
Suite 1200a
Watkinsville, Georgia  30677

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TRADEMARK CAPITAL MANAGEMENT INC.

TRADEMARK CAPITAL MANAGEMENT INC. is a Watkinsville, Georgia based financial advisory firm with nearly $209,395,907 in assets under management and provides investment advisory services for 434 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

214512

SEC#:

801-100363

No. of Clients:

434

Assets under Management

$209,395,907

No. of Advisors:

10

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