1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INVESTMARK ADVISORY GROUP LLC

Map pinSHELTON, CT
Phone203-953-3777
NotebookSEC #801-76505
Total AUM
$929.7M
Employees
10
Clients
690

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 ENTERPRISE DRIVE
FOURTH FLOOR
SHELTON
CT 06484
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
203-953-3777
Other Offices
4

ReceiptFinancials

Total AUM
$929.7M
Accounts
2,048
Discretionary
$929.7M
Accounts
2,048
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
373
AUM
$141.7M
HNW Individual Clients
225
AUM
$674.2M
Corporation or Business Clients
92
AUM
$113.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLGALAMAMENCNHNJNYPASCTXVAVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account