Overview
Assets Under Management: $461 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
LIFEMARK SECURITIES CORP. 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 #16204), LIFEMARK SECURITIES CORP. is subject to fiduciary duty under federal law.
LIFEMARK SECURITIES CORP. is headquartered in ROCHESTER, NY.
LIFEMARK SECURITIES CORP. serves 43 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, LIFEMARK SECURITIES CORP. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LIFEMARK SECURITIES CORP. manages $461 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, LIFEMARK SECURITIES CORP. serves high-net-worth individuals. View client details ↓
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