Overview
Assets Under Management: $2 million
Headquarters: OAK BROOK, IL
Frequently Asked Questions
LANDMARK CAPITAL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123526), LANDMARK CAPITAL INC. is subject to fiduciary duty under federal law.
LANDMARK CAPITAL INC. is headquartered in OAK BROOK, IL.
According to their SEC Form ADV, LANDMARK CAPITAL INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LANDMARK CAPITAL INC. manages $2 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, LANDMARK CAPITAL INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Total Client Accounts: 1
Discretionary Accounts: 1
Regulatory Filings
CRD Number: 123526
Filing ID: 1818532
Last Filing Date: 2024-03-26 09:55:00