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⚲
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| Trademark Financial Management LLC
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|
|---|---|
| CRD # | 116543 |
| SEC # | 801-80925 |
| CIK # | 0002011736 |
| AUM | $250.2 MM (2024-06-06) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 952-358-3395 |
| Address | 7825 Washington Ave South Bloomington, MN 55439 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 2.2 | ||
| AMZN | 1,092,997.8 | 1.1 | |
| MSFT | 1,918,222.4 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 128.9 |
| (b) Individuals (high net worth individuals) | 59 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 250.2 |
| By Discretionary | ||
| Discretionary | 938 | 250.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 938 | 250.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.2 | |
| Total | 938 | 250.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011736] |
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|---|---|---|
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Tidemark LLC
✚
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|
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Royal Oak Financial Advisors LLC
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