Greatmark Investment Partners, Inc.

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
99% of AUM
Avg account
$881K
Accounts
1,159
Employees
8
Advisory reps
5

Firm details

Headquarters
Columbus, Georgia
CRD number
105267
Registered since
July 6, 1987
Website
www.greatmarkonline.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI89.79%
  • Individuals7.78%
  • Pension & Profit Sharing Plans1.71%
  • Charitable Organizations0.69%
  • Corporations / Businesses0.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greatmark Investment Partners, Inc. is an independently owned registered investment adviser organized as a corporation. The firm is SEC-registered (registration year 1987) and provides portfolio management primarily for individuals, small businesses and institutional clients. Ownership is listed as individual, and its business model charges both percentage-of-assets and fixed fees. Greatmark does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$26.4M in ETFs

Passive

36%

$9.6M

Active

61%

$16.8M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY ENHANCED MID CAP CORE ETF (FMDE)FidelityActiveMid Cap Blend$4.3M105,58016.14%
Unlock additional holdings →

Location

Primary office

Columbus, GA

Muscogee

Location

Columbus, GA

Headquartered in Columbus, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.

Metro area
Columbus-Auburn-Opelika, GA-AL
Region
South
County
Muscogee
Address
6001 River Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Wealth Intelligence, LLC

RIA

Columbus, GA

AUM $247MTEAM 5REPS 3

Townsend Wealth Management

RIA

Columbus, GA

AUM $194MTEAM 3REPS 2

Momentum Wealth Management

RIA

Columbus, GA

AUM $64.6MTEAM 3REPS 2

Mars Capital Management LLC

RIA

Columbus, GA

AUM $25.2MTEAM 1REPS 1

Fluid Financial Planning, LLC

RIA

Columbus, GA

AUM $19.7MTEAM 1REPS 1

JT Stratford, LLC

RIA

Gainesville, GA

AUM $1BTEAM 18REPS 18
More RIAs in Columbus →All Georgia RIAs →