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TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543 · SEC 801-80925
7825 WASHINGTON AVE SOUTH, 410, BLOOMINGTON, MN, 55439, United States
Phone
952-358-3395
Fax
952-844-0563
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.4M
Discretionary AUM
$293.4M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FROM OTHER INVESTMENT ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $178.4M |
| High net worth individuals | 49 | $115.0M |
States served
AZ, CA, MN, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD