TRUEMARK INVESTMENTS, LLC
Legal name: TRUEMARK INVESTMENTS
CRD #306600 SEC #801-117961 CHICAGO, IL 877-774-8783
SEC Registered
Total AUM
$761.8M
Discretionary
$761.8M
Employees
4
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $761.8M | $761.8M | $0 | 4 | 0 |
| Mar 2025 | $761.8M | $761.8M | $0 | 4 | 0 |
| Jul 2024 | $242.8M | $242.8M | $0 | 3 | 0 |
| May 2024 | $242.8M | $242.8M | $0 | 3 | 0 |
| Mar 2024 | $242.8M | $242.8M | $0 | 3 | 0 |
| Dec 2023 | $195.9M | $195.9M | $0 | 4 | 0 |
| Jul 2023 | $195.9M | $195.9M | $0 | 4 | 0 |
| Mar 2023 | $195.9M | $195.9M | $0 | 4 | 0 |
| Jan 2023 | $206.2M | $206.2M | $0 | 6 | 0 |
| Jan 2023 | $206.2M | $206.2M | $0 | 6 | 0 |
| Apr 2022 | $206.2M | $206.2M | $0 | 6 | 0 |
| Mar 2022 | $206.2M | $206.2M | $0 | 6 | 0 |
| Mar 2021 | $69.5M | $69.5M | $0 | 6 | 0 |
| Feb 2021 | $69.5M | $69.5M | $0 | 6 | 0 |
| Dec 2019 | $0 | $0 | $0 | 5 | 0 |
| Dec 2019 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$761.8M
Discretionary$761.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$761.8M
Discretionary$761.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0