Trademark Financial Management, LLC
Trademark Financial Management, LLC is an SEC-registered mass-market adviser in Bloomington, MN with $293.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Trademark Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116543, SEC 801-80925, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $293.4M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, MN
- Employees
- 5
- Clients
- 458
- CRD
- 116543
- Ownership
- CARLTON, MARK, ANBUHL; MOWERY, JOHN, PHILLIP; LUTZ, JENNIFER, KATHRYN
How much AUM does Trademark Financial Management, LLC have?
Trademark Financial Management, LLC reported $293.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Trademark Financial Management, LLC?
Disclosed owners and executives of Trademark Financial Management, LLC include CARLTON, MARK, ANBUHL, MOWERY, JOHN, PHILLIP, LUTZ, JENNIFER, KATHRYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.