DD
DD

David William Denham

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
297 clients
Average Client Portfolio
$742K average
Assets Under Management
$220.4M

Fee Structure

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Location

1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David maintains a life and health insurance license and owns Denham Wealth Management, LLC, through which he conducts insurance business. He spends minimal time on these activities.

Employment History
Current Registrations
Trademark Capital Management INC.
March 2016 - Present · 9 yrs 11 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.