Overview
Assets Under Management: $461 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,021
Discretionary Accounts: 2,021
Regulatory Filings
CRD Number: 16204
Filing ID: 1960791
Last Filing Date: 2025-03-28 10:43:00
Website: https://lifemark.com