Truemark Investments, LLC
● SEC registered since 2020CRD 306600SEC# 801-117961Chicago, IL
Reg. AUM
$1.42B
Employees
6
Accounts
27
Location
Chicago, IL
Truemark Investments, LLC assets under management
Truemark Investments, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2020. It reports $1.4 billion in regulatory assets under management and employs 6 people.
Truemark Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher Control | Chief Compliance Officer | Under 5% | 2026 |
| Michael Norman Loukas Control | Ceo | Under 5% | 2019 |
| Truemark Group Control | Common | Over 75% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Truemark Investments, LLC manage?
Truemark Investments, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Truemark Investments, LLC have?
Truemark Investments, LLC reports 6 employees.
Where is Truemark Investments, LLC located?
Truemark Investments, LLC is based in Chicago, IL and has been SEC-registered since 2020.
Does Truemark Investments, LLC disclose fund performance?
Truemark Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 433 W. van Buren Street, 1100-D, Chicago, IL 60607 |
| Phone | 877-774-8783 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42B▲ 86%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.42B