TRADEMARK PROPERTY COMPANY
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 281897
- Registered since
- March 23, 2018
- Website
- trademarkproperty.com
Firm profile
FINTRXOverview
Trademark Property Company is an SEC-registered entity (registered in 2018) that operates as a sponsor and general partner/managing member of pooled investment vehicles. The firm is organized under an "Other" owner type with an individual owner and is classified as unclassified in the source data. It does not present itself as a capital allocator or an active ESG investor, and it is not registered as a multi-state or newly formed adviser.
Assets & Accounts
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
Owners & executives
1 of 1Terry Montesi
CEO & FounderCRD 6578345
Contacts
1 of 1Buford Miller
Managing DirectorCRD 6578350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1701 River Run
- Time zone
- CT (UTC-6)
- Office locations
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