TRADEMARK FINANCIAL MANAGEMENT, LLC - Financial Advisor in Minnesota, Bloomington

Tel: 952-358-3395 7825 Washington Ave South 410 Bloomington, Minnesota 55439

About TRADEMARK FINANCIAL MANAGEMENT, LLC

TRADEMARK FINANCIAL MANAGEMENT, LLC is a Bloomington, Minnesota based financial advisory firm with nearly $246,311,890 in assets under management and provides investment advisory services for 886 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

116543

Firm SEC#:

801-80925

Assets Under Management:

$246,311,890

No. of Clients:

886

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (ADVISORY CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FEES FROM OTHER INVESTMENT ADVISERS)

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