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TRADEMARK CAPITAL MANAGEMENT INC.
Tel: 706-534-2351
1551 Jennings Mill Road Suite 1200a
Watkinsville, Georgia 30677
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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