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Building 2LANDMARK WEALTH MANAGEMENT, LLC

Map pinMELVILLE, NY
Phone888-342-6436
NotebookSEC #801-80788
Total AUM
$442M
Employees
6
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 BROADHOLLOW ROAD, SUITE 102
MELVILLE
NY 11747
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
888-342-6436
Other Offices
4

ReceiptFinancials

Total AUM
$442M
Accounts
865
Discretionary
$442M
Accounts
865
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$73.1M
HNW Individual Clients
138
AUM
$348.2M
Pension/Profit Sharing Plan Clients
10
AUM
$6M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
6
AUM
$10M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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