Rosemark Advisors, Inc.

Overview

Rosemark Advisors, Inc. is a New York–based corporate advisory and insurance brokerage practice owned by an individual. The firm combines insurance brokerage with financial planning services and reports a fee structure built around fixed fees and other, unspecified fee arrangements. It identifies industry ties to insurance companies and pension consultant channels and does not position itself as a capital allocator or a multi-state advisory firm.

Assets & Accounts

Investments & Alternatives

Location & Offices