Investment adviser · CRD 110237

TRADEMARK CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

WATKINSVILLE, GA, United States · Form ADV filed Feb 9, 2015

Regulatory AUM
$131M
Form ADV · Item 5.F
Client accounts
184
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 9, 2015. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1551 JENNINGS MILL ROAD, SUITE 1200A
WATKINSVILLE, GA, 30677, United States

CRD 110237

Filing source

Form ADV 874743 · Feb 9, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.