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Steve Athanassie

TRADEMARK CAPITAL MANAGEMENT INC·BOGART, Georgia
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1551 JENNINGS MILL ROAD, BOGART, GA 30622CRD# 1329148Firm CRD# 110237
01

About

Steve Athanassie is a registered financial advisor based in BOGART, Georgia, affiliated with TRADEMARK CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
TRADEMARK CAPITAL MANAGEMENT INC
TRADEMARK CAPITAL MANAGEMENT INC
AUM
$131M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TRADEMARK CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MODEL PORTFOLIO PROVIDER FEES
Regulatory
SEC/IARD CRD# 1329148
Firm CRD# 110237
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steve Athanassie offer?
Steve Athanassie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOGART, Georgia for a consultation.
What are Steve Athanassie's credentials?
Steve Athanassie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Athanassie located?
Steve Athanassie is based in BOGART, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC. Their office serves clients in the BOGART metropolitan area and surrounding communities.
How does Steve Athanassie charge for services?
Steve Athanassie's firm is compensated through percentage of aum, hourly charges, subscription fees, other: model portfolio provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEMARK CAPITAL MANAGEMENT INC?
TRADEMARK CAPITAL MANAGEMENT INC has approximately 11 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BOGART
Dorothy Campbell — TRADEMARK CAPITAL MANAGEMENT INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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