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Katherine Merrill Poss

TRADEMARK CAPITAL MANAGEMENT INC.·WATKINSVILLE, Georgia
Unclaimed Profile
1551 JENNINGS MILL ROAD, WATKINSVILLE, GA 30677CRD# 6449012Firm CRD# 214512
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About

Katherine Merrill Poss 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
View all advisors at TRADEMARK CAPITAL MANAGEMENT INC. →
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# 6449012
Firm CRD# 214512
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Merrill Poss offer?
Katherine Merrill Poss specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.
What are Katherine Merrill Poss's credentials?
Katherine Merrill Poss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Merrill Poss located?
Katherine Merrill Poss 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 Katherine Merrill Poss charge for services?
Katherine Merrill Poss'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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Other advisors in WATKINSVILLE
Donald Lawrence Beasley — TRADEMARK CAPITAL MANAGEMENT INC.Lawrence Joseph Griffin — STADION MONEY MANAGEMENT, LLCJoseph Glenn Maxey — TRADEMARK CAPITAL MANAGEMENT INC.Michael Maxey — TRADEMARK CAPITAL MANAGEMENT INC.Joseph Gerald Ezernack — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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