Trailmark Inc.

Broker-DealerFINRA MemberEst. 2001
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 has been registered with the SEC since 2001. The firm is owned by an individual and is classified in the source data as "unclassified." Available disclosures indicate Trailmark does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public filings and the provided record contain limited detail about the firm's client base, advisory services, or specific business activities; those items were not supplied in the source data.

Assets & Accounts

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