TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD #116543 SEC #801-80925 BLOOMINGTON, MN 952-358-3395
SEC Registered
Total AUM
$246.3M
Discretionary
$246.3M
Employees
4
Clients
0
Accounts
886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $246.3M | $246.3M | $0 | 4 | 0 |
| Feb 2025 | $246.3M | $246.3M | $0 | 4 | 0 |
| Jun 2024 | $250.2M | $250.2M | $0 | 4 | 4 |
| Apr 2024 | $250.2M | $250.2M | $0 | 5 | 4 |
| Mar 2024 | $250.2M | $250.2M | $0 | 5 | 4 |
| Oct 2023 | $208.2M | $208.2M | $0 | 5 | 4 |
| Sep 2023 | $208.2M | $208.2M | $0 | 5 | 4 |
| Mar 2023 | $208.2M | $208.2M | $0 | 5 | 4 |
| Oct 2022 | $232.5M | $232.5M | $0 | 5 | 4 |
| May 2022 | $232.5M | $232.5M | $0 | 5 | 4 |
| Mar 2022 | $232.5M | $232.5M | $0 | 5 | 4 |
| Jan 2022 | $232.5M | $232.5M | $0 | 5 | 4 |
| Jun 2021 | $213M | $213M | $0 | 5 | 6 |
| Feb 2021 | $213M | $213M | $0 | 5 | 6 |
| Nov 2020 | $174M | $174M | $0 | 4 | 4 |
| Sep 2020 | $174M | $174M | $0 | 4 | 4 |
| Aug 2020 | $174M | $174M | $0 | 4 | 4 |
| Jun 2020 | $174M | $174M | $0 | 4 | 4 |
| Feb 2020 | $174M | $174M | $0 | 4 | 4 |
| Sep 2019 | $130.2M | $130.2M | $0 | 4 | 4 |
| Sep 2019 | $130.2M | $130.2M | $0 | 4 | 4 |
| Feb 2019 | $130.2M | $130.2M | $0 | 4 | 4 |
| Oct 2018 | $130.2M | $130.2M | $0 | 4 | 4 |
| Mar 2018 | $130.2M | $130.2M | $0 | 4 | 4 |
| Feb 2017 | $109.6M | $109.6M | $0 | 4 | 323 |
| Jan 2017 | $109.6M | $109.6M | $0 | 4 | 323 |
| Jun 2016 | $103M | $103M | $0 | 4 | 300 |
| Mar 2016 | $103M | $103M | $0 | 4 | 300 |
| Feb 2015 | $102.5M | $102.5M | $0 | 4 | 300 |
| Jan 2015 | $102.5M | $102.5M | $0 | 4 | 300 |
| Jun 2012 | $64.5M | $64.5M | $0 | 1 | 300 |
| May 2012 | $64.5M | $64.5M | $0 | 1 | 300 |
| Mar 2012 | $64.5M | $64.5M | $0 | 1 | 300 |
| Mar 2012 | $64.5M | $64.5M | $0 | 1 | 300 |
| Mar 2011 | $63.2M | $61.9M | $1.3M | 5 | -- |
| Mar 2011 | $63.2M | $61.9M | $1.3M | 5 | -- |
| Jan 2008 | $62M | $62M | $0 | 5 | -- |
| Jan 2007 | $49M | $49M | $0 | 5 | -- |
| Mar 2006 | $39M | $39M | $0 | 5 | -- |
DateAug 2025
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees4
Clients4
DateApr 2024
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees5
Clients4
DateMar 2024
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees5
Clients4
DateOct 2023
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees5
Clients4
DateSep 2023
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees5
Clients4
DateMar 2023
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees5
Clients4
DateOct 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients4
DateMay 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients4
DateJan 2022
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients4
DateJun 2021
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees5
Clients6
DateFeb 2021
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees5
Clients6
DateNov 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees4
Clients4
DateSep 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees4
Clients4
DateAug 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees4
Clients4
DateJun 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees4
Clients4
DateFeb 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees4
Clients4
DateSep 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees4
Clients4
DateSep 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees4
Clients4
DateFeb 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees4
Clients4
DateOct 2018
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees4
Clients4
DateMar 2018
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees4
Clients4
DateFeb 2017
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees4
Clients323
DateJan 2017
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees4
Clients323
DateJun 2016
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees4
Clients300
DateFeb 2015
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees4
Clients300
DateJan 2015
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees4
Clients300
DateJun 2012
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$63.2M
Discretionary$61.9M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2011
Total AUM$63.2M
Discretionary$61.9M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2008
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--