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TRADEMARK CAPITAL MANAGEMENT INC
TRADEMARK CAPITAL MANAGEMENT INC
WATKINSVILLE, Georgia
·
2 registered advisors
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CRD# 110237
SEC# 801-57008
706-534-2351
01
Firm Overview
AUM
$131M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MODEL PORTFOLIO PROVIDER FEES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TRADEMARK CAPITAL MANAGEMENT INC
2 registered advisors
Dorothy Campbell
BOGART, Georgia
CRD# 3070812
Steve Athanassie
BOGART, Georgia
CRD# 1329148
05
Office Locations
BOGART, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. TRADEMARK CAPITAL MANAGEMENT INC (CRD# 110237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.