Overview
Assets Under Management: $812 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 198
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,863
Discretionary Accounts: 1,863
Regulatory Filings
CRD Number: 121060
Filing ID: 1981750
Last Filing Date: 2025-04-24 11:44:00
Website: https://investmark.net