Truemark Investments
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Overview
Truemark Investments is a financial advisory firm that has its headquarters in Chicago, Illinois. It oversees $195.9 million in total assets throughout 18 accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 1 financial advisor. Truemark Investments does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as bonds, options and equities.
Truemark Investments oversees all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell choices for the client's account without needing client consent. Truemark Investments administers an average of $10.9 million for every client account. The typical financial advisor at Truemark Investments manages about 18 client accounts, making it one of the more individualized financial advisor firms in the country.
Truemark Investments's central office is located at 433 W. Van Buren Street, Chicago, Illinois 60607. Truemark Investments is allowed to serve investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Truemark Investments by the Numbers
$195.9 million
4
18
$10.9 million
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Truemark Investments typically consist of the following fee type: asset-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies. Out of its 18 accounts, Truemark Investments's largest client group is investment companies. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Truemark Investments does not have any disclosures.
Please visit its Form ADV for more details.
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