LANDMARK WEALTH MANAGEMENT

RIASEC RegisteredEst. 2012

Total AUM

$680M

Discretionary

$568M

84% of AUM

Avg account

$2.3M

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: GETZVILLE, New York
CRD number: 109379
Registered since: April 5, 2012
Website: www.landmarkfirm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI75.42%
Individuals19.89%
Charitable Organizations2.32%
Corporations / Businesses1.95%
State / Municipal Government0.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Landmark Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2012. The firm serves individual, family and institutional clients, charging fees calculated as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Landmark is not positioned as a capital allocator or an active ESG investor. The firm lists an industry affiliation with accounting professionals, which suggests collaboration with tax and accounting advisors as part of its client service model. Landmark’s filings indicate a preference for public funds and mutual funds as the primary vehicle for implementing client portfolios.