TRAILMARK INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 104408
- Registered since
- March 8, 2001
- Website
- www.trailmark.com
Firm profile
FINTRXOverview
Trailmark Inc. is organized as a corporation and has been SEC-registered since 2001. Ownership is held by an individual. FINTRX classifies the firm as "Unclassified" and its profile does not identify Trailmark as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available record does not include details on the firm's client segments, fee model, specific advisory activities, or external affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4CHRISTOPHER CAPUTO
DirectorCRD 1734605
DONALD NOVAK
Managing DirectorCRD 2712049
BRUCE WILLIAMSON
Senior Managing DirectorCRD 1923210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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