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Building 2TRADEMARK FINANCIAL MANAGEMENT, LLC

Map pinBLOOMINGTON, MN
Phone952-358-3395
NotebookSEC #801-80925
Total AUM
$293.4M
Employees
5
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 WASHINGTON AVE SOUTH
410
BLOOMINGTON
MN 55439
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
952-358-3395

ReceiptFinancials

Total AUM
$293.4M
Accounts
923
Discretionary
$293.4M
Accounts
923
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
409
AUM
$178.4M
HNW Individual Clients
49
AUM
$115M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FROM OTHER INVESTMENT ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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