Trademark Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 9, 2026, reports $293M in regulatory assets under management, 5 employees, and 923 accounts.
Assets Under Management
$293M
Employees
5
Offices
--
Total Clients
458
Primary office
BLOOMINGTON, MN
7825 WASHINGTON AVE SOUTH, 410, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.3% of total clients.
Top client categories% of clientsClients
1
Individuals
89.3%
409
2
HNWI
10.7%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$293Mas of March 9, 2026
Discretionary100.0%
$293M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$293M
Total Accounts923
10Y AUM Change+$184M (+167.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee92:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.