1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRADEMARK CAPITAL MANAGEMENT INC.

Map pinWATKINSVILLE, GA
Phone706-534-2351
NotebookSEC #801-100363
Total AUM
$150.8M
Employees
7
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1551 JENNINGS MILL ROAD
SUITE 1200A
WATKINSVILLE
GA 30677
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
706-534-2351
Other Offices
2

ReceiptFinancials

Total AUM
$150.8M
Accounts
521
Discretionary
$150.8M
Accounts
521
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
304
AUM
$63.7M
HNW Individual Clients
26
AUM
$65.9M
Pooled Vehicle Clients
2
AUM
$16.8M
Pension/Profit Sharing Plan Clients
7
AUM
$3.5M
Charitable Organization Clients
1
AUM
$963.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account