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TRADEMARK CAPITAL MANAGEMENT INC.
TRADEMARK CAPITAL MANAGEMENT INC.
WATKINSVILLE, Georgia
·
4 registered advisors
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CRD# 214512
SEC# 801-100363
1
706-534-2351
01
Firm Overview
AUM
$209M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TRADEMARK CAPITAL MANAGEMENT INC.
4 registered advisors
Asa Clayton Alliston
WATKINSVILLE, Georgia
CRD# 5293683
Donald Lawrence Beasley
WATKINSVILLE, Georgia
CRD# 1910483
Joseph Gerald Ezernack
WATKINSVILLE, Georgia
CRD# 4639821
Joseph Glenn Maxey
WATKINSVILLE, Georgia
CRD# 5799816
05
Office Locations
WATKINSVILLE, Georgia
4 advisors
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Data sourced from SEC Form ADV filings. TRADEMARK CAPITAL MANAGEMENT INC. (CRD# 214512) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.