Vestmark Advisory Solutions, Inc.
Firm details
- Headquarters
- Wakefield, Massachusetts
- CRD number
- 221518
- Registered since
- September 28, 2018
- Website
- www.vestmark.com
- Custodians
- UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vestmark Advisory Solutions, Inc. is an independent, SEC-registered advisory corporation that primarily serves individual and family clients through fee-based portfolio management. The firm operates on a percentage-of-AUM fee model and reports advisory activity focused on portfolio management for individuals and small businesses. The firm identifies as an active ESG investor and lists itself as a corporation formed under domestic ownership; its SEC registration dates to 2018. Vestmark positions itself as a multi-account manager using pooled public funds and separate account strategies; its regulatory disclosures show the firm does not act as a capital allocator or pension consultant and has no related adviser relationships flagged in the available data.
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 Funds64%
- Exchange Traded Equities34%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Conor Daly
Chief Legal OfficerCRD 8245651

Denise Adamczyk
Chief Compliance OfficerCRD 2859934
Contacts
3 of 11
Brian Overton
Senior Advisory ConsultantCRD 4295892

Tristan Benoit
Advisory ConsultantCRD 5034436
Maral Boyadjian
SVPCRD 6487996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 658Active vs passive
$7.8B in ETFs
60%
$4.6B
34%
$3.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $298M | 806,052 | 3.84% |
Location
Wakefield, MA
Middlesex
Location
Wakefield, MA
Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 100 Quannapowitt Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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