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REEDMARK ADVISORS, LLC
CRD 173760 · SEC 801-80791
92 EAST MAIN STREET, SUITE 203, SOMERVILLE, NJ, 08876, United States
Phone
908-300-5292
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$564.6M
Discretionary AUM
$161.1M
Team
12 total employees; 9 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsRETIREMENT PLAN ASSESSMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.0M |
| High net worth individuals | 28 | $78.1M |
| Pension/profit sharing plans | 36 | $475.3M |
| Charitable organizations | 2 | $9.1M |
States served
NJ, NY, OH, PA, TX
All web addresses on file
Official SEC filing: View on IAPD