Overview
Assets Under Management: $565 million
Headquarters: SOMERVILLE, NJ
High-Net-Worth Clients: 28
Average Client Assets: $2.8 million
Frequently Asked Questions
REEDMARK ADVISORS, LLC 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 #173760), REEDMARK ADVISORS, LLC is subject to fiduciary duty under federal law.
REEDMARK ADVISORS, LLC is headquartered in SOMERVILLE, NJ.
REEDMARK ADVISORS, LLC serves 28 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, REEDMARK ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
REEDMARK ADVISORS, LLC manages $565 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, REEDMARK ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.84%
Average Client Assets: $2.8 million
Total Client Accounts: 77
Discretionary Accounts: 54
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 173760
Filing ID: 2075989
Last Filing Date: 2026-03-18 11:53:28