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Trademark Financial Management Logo
Trademark Financial Management CB Rank
1758406
Heat Score
55
Trademark Financial Management is an investment management and consulting firm.
Founded
obfuscation
Private Bloomington, Minnesota, United States1-10 www.trademarkfinancial.us/
Advice
Consulting
Financial Services
Overview

Trademark Financial Management
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About Trademark Financial Management

CB Rank
1758406
Trademark Financial Management is an investment management and consulting firm.
Founded
obfuscation
Private Bloomington, Minnesota, United States1-10 www.trademarkfinancial.us/
Advice
Consulting
Financial Services

Key People

Details

Legal Name Trademark Financial Management, LLC
Operating Status Active
Company Type For Profit
Founders  Mark Carlton
Phone Number 1 952.358.3395
Contact Email info@trademarkfinancial.us
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Full-Service Investment Management Offering
Manages customized investment platforms including account management, asset allocation, market updates, due diligence, trading, and reporting for wealth advisors.
Outsourced Chief Investment Officer
Constructs and updates portfolios, conducts due diligence, and advises wealth advisor teams on complex planning and risk management.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

755
383.97%
 in past month

IT Spend

$120.2KThis year, Trademark Financial Management is projected to spend $120.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Euronews Logo
Euronews
77
Family Office Software Logo
Family Office Software
73
Cost Efficiency Logo
Cost Efficiency
71

Active Website Tech Count

33Trademark Financial Management is actively using 33 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Trademark Financial Management's headquarters? Trademark Financial Management is located in Bloomington, Minnesota, United States.Who are Trademark Financial Management's competitors? Alternatives and possible competitors to Trademark Financial Management may include Hamilton Lane, Aon, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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