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 a corporate advisory firm that manages portfolios for individuals and small businesses and charges fees as a percentage of assets under management. It first registered with the SEC in 2018 and serves an individual and family client base. The firm reports active consideration of ESG factors in its investment approach and lists portfolio management for individual and small-business clients as its principal advisory activity.
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 11BRIAN 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 549Active vs passive
$6.6B in ETFs
61%
$4B
34%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $259M | 806,789 | 3.93% |
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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