Trademark Financial Management, LLC
● SEC registered since 2015CRD 116543SEC# 801-80925Bloomington, MN
Reg. AUM
$293.4M
Employees
5
Accounts
923
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 $293.4 million in regulatory assets under management and employs 5 people.
Trademark Financial Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Kathryn Lutz Control | Chief Compliance Officer | Under 5% | 2022 |
| Mark Anbuhl Carlton Control | Managing Member | Over 75% | 2000 |
Frequently asked questions
How much does Trademark Financial Management, LLC manage?
Trademark Financial Management, LLC reports $293.4 million in regulatory assets under management on its Form ADV.
How many employees does Trademark Financial Management, LLC have?
Trademark Financial Management, LLC reports 5 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
| Address | 7825 Washington Ave South, 410, Bloomington, MN 55439 |
| Phone | 952-358-3395 |
| Fax | 952-844-0563 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2011736 |
| Discloses disciplinary history | No |
Regulatory AUM
$293.4M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$293.4Mregulatory AUM
Discretionary $293.4M