Trailmark Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
104408
Registered since
March 8, 2001

Firm profile

FINTRX

Overview

Trailmark Inc. is organized as a corporation and appears to be a privately held, individually owned advisory entity. Publicly reported details about its business model, client types, fee arrangements, and advisory activities are minimal; the firm's classification is listed as "Unclassified," which suggests it has not disclosed a defined specialty or segment in the data provided. Available indicators point to a small, narrowly scoped operation: the firm is not identified as a capital allocator, does not position itself as an active ESG investor, and is not listed as a multi-state adviser, a pension consultant, or a related adviser. These attributes imply a limited public footprint and a focus on a single-jurisdiction, proprietary business structure rather than broader institutional activity.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Christopher Caputo

    DirectorCRD 1734605

  • Bruce Williamson

    Bruce Williamson

    Senior Managing DirectorCRD 1923210

  • Annalise Bellinger

    Annalise Bellinger

    Research AnalystCRD 7685346

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3355 Lenox Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth