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FIRM PROFILE
Overview
TRAILMARK INC. is located at 3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352 and was first established at Atlanta, Georgia in 08/07/2000. After operating for 26 years, TRAILMARK INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRAILMARK INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRAILMARK INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRAILMARK INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRAILMARK INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRAILMARK INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRAILMARK INC. Comes From
Understanding the Statistics for TRAILMARK INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352
P.o. Box 190549, Atlanta, GA 31119
Small
(404) 900-5501
Georgia since 08/07/2000
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TRAILMARK INC.
Thomas Jeffrey Kitchin
Christopher Joseph Caputo
Donald Charles Novak JR
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