January 19, 2018 5:13 PM ET

Capital Markets

Company Overview of Hallmark Consulting Group, Inc.

Company Overview

Hallmark Consulting Group, Inc. provides investment planning and assistance services to retirees, charitable trusts, and family foundations in the United States. It offers retirement planning services, including workshops, consulting, retirement goals analysis, risk tolerance profiling, preparation of investment policy statements, development and implementation of capital allocation model and income distribution strategy, and annual progressive reviews. The company also provides philanthropic estate planning services, which include workshops, consulting, analysis of current estate plans, design and implementation of new estate plans, compliance with laws and regulations, asset management and...

9110 East Nichols Avenue

Suite 305

Centennial, CO 80112-3450

United States

Founded in 1998





Key Executives for Hallmark Consulting Group, Inc.

Chief Executive Officer and President
Chief Financial Officer
Director of Operations
Director of Investment & Insurance Services
Director of Retirement Planning Services
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

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