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TRUEMARK INVESTMENTS, LLC
TRUEMARK INVESTMENTS, LLC
TRUEMARK INVESTMENTS
CHICAGO, Illinois
·
10 registered advisors
·
CRD# 306600
SEC# 801-117961
0
877-774-8783
01
Firm Overview
AUM
$243M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at TRUEMARK INVESTMENTS, LLC
10 registered advisors
Blair Patrick Lewis
CHICAGO, Illinois
CRD# 7538530
Jason Michael Weaver
CHICAGO, Illinois
CRD# 2809696
Jordan Cayce Waldrep
CHICAGO, Illinois
CRD# 4026703
Jordan Lea Fletcher
CHICAGO, Illinois
CRD# 6867254
Kyle Roger Bubeck
CHICAGO, Illinois
CRD# 4784699
Mark A Nashed
CHICAGO, Illinois
CRD# 5373346
Michael Norman Loukas
CHICAGO, Illinois
CRD# 2707992
Ralph Wayne Rudolph
CHICAGO, Illinois
CRD# 2472688
Robert Aaron Bomberg
ROSEMONT, Illinois
CRD# 4486631
Shannon Marie Weaver
CHICAGO, Illinois
CRD# 6794355
05
Office Locations
CHICAGO, Illinois
9 advisors
ROSEMONT, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. TRUEMARK INVESTMENTS, LLC (CRD# 306600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.