REEDMARK ADVISORS, LLC
Total AUM
$564.6M
Employees
12Clients
77Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
92 EAST MAIN STREET
SUITE 203
SOMERVILLE
NJ 08876
United States
SUITE 203
SOMERVILLE
NJ 08876
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
908-300-5292
Financials
Total AUM
$564.6M
Accounts
77Discretionary
$161.1M
Accounts
54Non-Discretionary
$403.4M
Accounts
23
Clients
Individual Clients
11AUM
$2M
HNW Individual Clients
28AUM
$78.1M
Pension/Profit Sharing Plan Clients
36AUM
$475.3M
Charitable Organization Clients
2AUM
$9.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLAN ASSESSMENT SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJNYOHPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.