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 appears to be a privately held, individually owned advisory entity. Publicly reported details about its business model, client types, fee arrangements, and advisory activities are minimal; the firm's classification is listed as "Unclassified," which suggests it has not disclosed a defined specialty or segment in the data provided. Available indicators point to a small, narrowly scoped operation: the firm is not identified as a capital allocator, does not position itself as an active ESG investor, and is not listed as a multi-state adviser, a pension consultant, or a related adviser. These attributes imply a limited public footprint and a focus on a single-jurisdiction, proprietary business structure rather than broader institutional activity.
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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