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 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
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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