Greatmark Investment Partners, Inc.
Firm details
- Headquarters
- Columbus, Georgia
- CRD number
- 105267
- Registered since
- July 6, 1987
- Website
- www.greatmarkonline.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.79%
- Individuals7.78%
- Pension & Profit Sharing Plans1.71%
- Charitable Organizations0.69%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greatmark Investment Partners, Inc. is an independent registered investment adviser structured as a corporation and regulated by the SEC since 1987. The firm is owned by an individual and serves a mixed client base of high-net-worth individuals, families and institutional investors. Its stated advisory activity centers on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Colleen Rustin
Chief Operating OfficerCRD 8230966
Contacts
3 of 4
Wade Fowler
Senior Portfolio Manager, Investment AnalystCRD 6054979
Jeffrey Adams
Portfolio ManagerCRD 2369218
Richard Illges
OwnerCRD 2565806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$27.9M in ETFs
36%
$10M
62%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED MID CAP CORE ETF (FMDE) | Fidelity | Active | Mid Cap Blend | $4.3M | 105,130 | 15.28% |
Location
Columbus, GA
Muscogee
Location
Columbus, GA
Headquartered in Columbus, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.
- Metro area
- Columbus-Auburn-Opelika, GA-AL
- Region
- South
- County
- Muscogee
- Address
- 6001 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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