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Building 2TRADEMARK FINANCIAL MANAGEMENT, LLC

Map pinEDINA, MN
Phone952-358-3395
NotebookSEC #801-66503
Total AUM
$64.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7301 OHMS LANE
#535
EDINA
MN 55439
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
952-358-3395

ReceiptFinancials

Total AUM
$64.5M
Accounts
502
Discretionary
$64.5M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMN

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

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