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INVESTMARK ADVISORY GROUP LLC
CRD 121060 · SEC 801-76505
3 ENTERPRISE DRIVE, FOURTH FLOOR, SHELTON, CT, 06484, United States
Phone
203-953-3777
Fax
203-386-8300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$929.7M
Discretionary AUM
$929.7M
Team
10 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $141.7M |
| High net worth individuals | 225 | $674.2M |
| Corporations/business entities | 92 | $113.9M |
States served
VT, CA, GA, LA, ME, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD