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. The firm is described as individually owned and carries an "unclassified" designation in the available records. The dataset indicates Trailmark Inc. does not act as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide additional detail about its client segments, fee arrangements, core advisory activities, or external affiliations.
Assets & Accounts
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 3Christopher Caputo
DirectorCRD 1734605
Bruce Williamson
Senior Managing DirectorCRD 1923210
Annalise Bellinger
Research AnalystCRD 7685346
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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