Trademark Financial Management Revenue

Financial Services • 7825 Washington Ave S, 410, United States • 1-10 Employees

Trademark Financial Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Trademark Financial Management

Jennifer Lutz

Director Of Operations

Company overview

Headquarters	7825 Washington Ave S, 410, Bloomington, Minnesota 55439, US
Phone number	+19523583395
Website	trademarkfinancial.us
NAICS	52
SIC	628
Keywords	Custom Research, Market Commentary, Investment Due Diligence, Asset Allocation Modeling, Investment Monitoring & Reporting, Investment Strategy Evaluations, Risk-Based Investment Allocations, Sri Strategies, Sub-Advised Management
Founded	2000
Employees	1-10
Socials

Trademark Financial Management Email Formats

Trademark Financial Management uses 2 email formats. The most common is {first initial} (e.g., j@trademarkfinancial.us), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@trademarkfinancial.us	66.7%
{first name}	john@trademarkfinancial.us	33.3%

About Trademark Financial Management

Trademark Financial Management is an investment management and consulting firm located in Edina, Minnesota. We work closely with financial planners to create risk based investment allocations for their clients. We assume the responsibility for asset allocation formulation, account trading, and on-going investment monitoring and reporting. We also consult with small and mid sized RIAs to provide asset allocation modeling, investment strategy evaluation, investment manager suggestion and due diligence, ESG based investment solutions, market commentary, custom research and sub-advised management. At Trademark, we focus on investment management freeing financial advisors to focus on success. Please visit our website for more information.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Trademark Financial Management has never raised funding before.

Trademark Financial Management Tech Stack

Discover the technologies and tools that power Trademark Financial Management's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Frequently asked questions

Trademark Financial Management is located in 7825 Washington Ave S, 410, US.

You can reach Trademark Financial Management at +19523583395.

Trademark Financial Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Trademark Financial Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Trademark Financial Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Trademark Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Trademark Financial Management

Jennifer Lutz

Director Of Operations

4.8

40,000 users