Joseph
Ezernack

Trademark Capital Management Inc

CRD#4639821
Investment Advisor
in Watkinsville, GA

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About this Advisor

Joseph Ezernack is a financial advisor based in Watkinsville, Georgia, working with Trademark Capital Management Inc. Joseph has previously held positions at Trademark Capital Management Inc and Trademark Sports Management, LLC. Joseph is registered to provide services in Georgia. Currently, Joseph is part of Trademark Capital Management Inc, which operates out of Watkinsville, Georgia. The firm has 1 office and 10 employees. The firm manages assets totaling $209.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Trademark Capital Management Inc includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1551 Jennings Mill Road Suite 1200A
Watkinsville, GA 30677

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Trademark Capital Management Inc Brokerage Details

Total Assets Under Management

$209,395,907

GA Average: $3,570,121,308
Total Number of Employees

10

GA Average: 58
Total Number of Accounts

434

GA Average: 1,608
Average Account Size

$482,479

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Joseph Ezernack Work History

2018 - Present (6 years)

Trademark Sports Management, LLC

2011 - 2022 (11 years)

Trademark Capital Management Inc

Disclosures

Please visit the SEC profile of Joseph Ezernack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trademark Capital Management Inc

David Denham
Watkinsville, GA
Joseph Maxey
Watkinsville, GA
Joseph Ezernack
Watkinsville, GA
Donald Beasley
Watkinsville, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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