Lasting Mark Retirement Group LLC

Overview

Lasting Mark Retirement Group LLC is an independent registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm bills on a percentage-of-assets basis and through fixed fees, and lists core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm identifies itself as a capital allocator and reports an affiliation with an insurance company. It does not classify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices