Overview
Assets Under Management: $246 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 1
Average Client Assets: $147 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.56
Average High-Net-Worth Client Assets: $147 million
Total Client Accounts: 886
Discretionary Accounts: 886
Regulatory Filings
CRD Number: 116543
Filing ID: 2007673
Last Filing Date: 2025-08-27 09:31:00
Website: https://trademarkfinancial.us