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Asa Clayton Alliston

TRADEMARK CAPITAL MANAGEMENT INC.·WATKINSVILLE, Georgia
Unclaimed Profile
1551 JENNINGS MILL ROAD, WATKINSVILLE, GA 30677CRD# 5293683Firm CRD# 214512
01

About

Asa Clayton Alliston is a registered financial advisor based in WATKINSVILLE, Georgia, affiliated with TRADEMARK CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRADEMARK CAPITAL MANAGEMENT INC.
TRADEMARK CAPITAL MANAGEMENT INC.
AUM
$209M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5293683
Firm CRD# 214512
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Asa Clayton Alliston offer?
Asa Clayton Alliston specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.
What are Asa Clayton Alliston's credentials?
Asa Clayton Alliston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Asa Clayton Alliston located?
Asa Clayton Alliston is based in WATKINSVILLE, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC.. Their office serves clients in the WATKINSVILLE metropolitan area and surrounding communities.
How does Asa Clayton Alliston charge for services?
Asa Clayton Alliston's firm is compensated through percentage of aum, hourly charges, subscription 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 10 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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