Trademark Capital Management Inc.
Watkinsville, Georgia
Trademark Capital Management Inc. is a highly reputable investment advisory firm headquartered in Watkinsville, GA. With two offices, they have established themselves as a trusted partner in managing investment portfolios for over 310 individual clients. With a remarkable $202,933,000 in assets under management, Trademark Capital Management Inc. demonstrates their expertise in the financial industry. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, reflecting their extensive experience in this specific area. Moreover, Trademark Capital Management Inc. distinguishes itself by e...
See more
Loading...

Assets Under Mgmt

$202.93M

Investment Professionals

2

Locations

1

% 401K & Individual

33%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.