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...
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Assets Under Mgmt
$202.93M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
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
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