Investmark Advisory Group LLC
Firm details
- Headquarters
- Shelton, Connecticut
- CRD number
- 121060
- Registered since
- April 23, 2012
- Website
- www.investmark.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.52%
- Individuals15.24%
- Corporations / Businesses12.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Investmark Advisory Group LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2012. The firm serves both wealthy individuals and families as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, and manager-selection services. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. Investmark identifies as a capital allocator and reports active ESG investing as part of its process. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$208M in ETFs
30%
$61.4M
68%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $31.7M | 381,295 | 15.22% |
Location
Shelton, CT
Fairfield
Location
Shelton, CT
Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 3 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
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