TRADEMARK FINANCIAL MANAGEMENT, LLC
B57
CRD 116543·SEC 801-80925·BLOOMINGTON, MN
AUM
$293.4M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$880K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $130.2M
'21 · $174.0M
'22 · $232.5M
'23 · $232.5M
'25 · $246.3M
'26 · $293.4M
'20'26
$130.2M → $293.4M▲ +125%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 1 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7825 WASHINGTON AVE SSUITE 410BLOOMINGTON, MN 55439
Business
7825 WASHINGTON AVE SSUITE 410BLOOMINGTON, MN 55439
Edgar Recent Filings
13F-HR2026-04-27 · 0002085853-26-000503
13F-HR2026-01-28 · 0002085853-26-000124