Overview
Assets Under Management: $246 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
TRADEMARK FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116543), TRADEMARK FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRADEMARK FINANCIAL MANAGEMENT, LLC is headquartered in BLOOMINGTON, MN.
TRADEMARK FINANCIAL MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, TRADEMARK FINANCIAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TRADEMARK FINANCIAL MANAGEMENT, LLC manages $246 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, TRADEMARK FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.44
Average High-Net-Worth Client Assets: $2 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