TRADEMARK FINANCIAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$293,422,543
Discretionary
$293,422,543
Non-discretionary
$0
Firm details
- CRD number
- 116543
- SEC file number
- 801-80925
- Main office
- BLOOMINGTON, MN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.TRADEMARKFINANCIAL.US
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.