TRADEMARK CAPITAL MANAGEMENT INC.

1551 Jennings Mill Road
Suite 1200a
Watkinsville, Georgia 30677
Tel: 706-534-2351

About TRADEMARK CAPITAL MANAGEMENT INC.

TRADEMARK CAPITAL MANAGEMENT INC, formally registered with the SEC as TRADEMARK CAPITAL MANAGEMENT INC. The firm was established in 06/12/2015. They have over 2 offices throughout the country.

TRADEMARK CAPITAL MANAGEMENT INC. is a Watkinsville, Georgia based Financial Planning firm with nearly $209,395,907 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	214512
SEC#	801-100363
Assets Managed by Firm	$209,395,907
No. of Clients	434
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	434	$209,395,907
Individuals (other than high net worth individuals)	267	$53,412,085
High net worth individuals	15	$40,717,557
Pension and profit sharing plans	27	$93,385,321
Charitable organizations	Fewer than 5 clients	$578,445

More Retirement Planning firms in Watkinsville, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Watkinsville, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.