Overview
Assets Under Management: $10.0 billion
Headquarters: WAKEFIELD, MA
Frequently Asked Questions
VESTMARK ADVISORY SOLUTIONS, 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 #221518), VESTMARK ADVISORY SOLUTIONS, INC. is subject to fiduciary duty under federal law.
VESTMARK ADVISORY SOLUTIONS, INC. is headquartered in WAKEFIELD, MA.
According to their SEC Form ADV, VESTMARK ADVISORY SOLUTIONS, INC. offers portfolio management for individuals. View all service details ↓
VESTMARK ADVISORY SOLUTIONS, INC. manages $10.0 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, VESTMARK ADVISORY SOLUTIONS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 32,047
Discretionary Accounts: 24,642
Non-Discretionary Accounts: 7,405
Regulatory Filings
CRD Number: 221518
Filing ID: 1967735
Last Filing Date: 2025-03-31 14:17:00
Website: https://acaglobal.com