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Building 2LANDMARK EQUITY ADVISORS LLC

Map pinSIMSBURY, CT
Phone860-651-9760
NotebookSEC #801-55668
Total AUM
$18.9B
Employees
65
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ATTN: ANTOINETTE LAZARUS
10 MILL POND LANE
SIMSBURY
CT 06070-2429
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-651-9760
Other Offices
6

ReceiptFinancials

Total AUM
$18.9B
Accounts
45
Discretionary
$17.9B
Accounts
41
Non-Discretionary
$1B
Accounts
4

ContactClients

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Pooled Vehicle Clients
45
AUM
$18.9B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTDEFLGAMANYTX

HandshakeAffiliates

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Affiliates
Reported 303 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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