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Trademark Financial Management, LLC

● SEC registered since 2015CRD 116543SEC# 801-80925Bloomington, MN
Export (members)
Reg. AUM
$246.3M
Employees
4
Accounts
886
Location
Bloomington, MN

Trademark Financial Management, LLC assets under management

Trademark Financial Management, LLC is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 2015. It reports $246.3 million in regulatory assets under management and employs 4 people.
www.trademarkfinancial.usView on SEC.gov ↗

Trademark Financial Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Kathryn Lutz ControlChief Compliance OfficerUnder 5%2022
Mark Anbuhl Carlton ControlManaging MemberOver 75%2000

Frequently asked questions

How much does Trademark Financial Management, LLC manage?

Trademark Financial Management, LLC reports $246.3 million in regulatory assets under management on its Form ADV.

How many employees does Trademark Financial Management, LLC have?

Trademark Financial Management, LLC reports 4 employees.

Where is Trademark Financial Management, LLC located?

Trademark Financial Management, LLC is based in Bloomington, MN and has been SEC-registered since 2015.

Does Trademark Financial Management, LLC disclose fund performance?

Trademark Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7825 Washington Ave South, 410, Bloomington, MN 55439
Phone952-358-3395
Fax952-844-0563
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2011736
Discloses disciplinary historyNo

Assets under management

Discretionary$246.3M
Non-discretionary$0
Total (RAUM)$246.3M