INVESTMARK ADVISORY GROUP LLC - Financial Advisor in Connecticut, Shelton

Tel: 203-953-3777 3 Enterprise Drive Fourth Floor Shelton, Connecticut 06484

About INVESTMARK ADVISORY GROUP LLC

INVESTMARK ADVISORY GROUP LLC is a Shelton, Connecticut based financial advisory firm with nearly $712,457,504 in assets under management and provides investment advisory services for 1788 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

121060

Firm SEC#:

801-76505

Assets Under Management:

$712,457,504

No. of Clients:

1788

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Connecticut?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Connecticut, Shelton

FirmCRD#:108897

SEC#:801-40532

No. of Advisors:53

No. of Clients:32

AUM:$105,935,674,542

FirmCRD#:106302

SEC#:801-51257

No. of Advisors:20

No. of Clients:1247

AUM:$1,292,546,493

FirmCRD#:167103

SEC#:801-77726

No. of Advisors:10

No. of Clients:1136

AUM:$1,135,235,910

FirmCRD#:310378

SEC#:801-119493

No. of Advisors:6

No. of Clients:250

AUM:$224,853,594

FirmCRD#:104671

SEC#:801-24288

No. of Advisors:4

No. of Clients:1684

AUM:$170,512,440

FirmCRD#:285679

SEC#:801-120943

No. of Advisors:6

No. of Clients:56

AUM:$131,543,639

FirmCRD#:139570

SEC#:801-66231

No. of Advisors:18

No. of Clients:88

AUM:$61,217,028

FirmCRD#:317979

SEC#:801-123057

No. of Advisors:2

No. of Clients:2

AUM:$5,490,000

FirmCRD#:105273

SEC#:801-2501

No. of Advisors:17

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

AST INVESTMENT SERVICES, INC.

108897

801-40532

$105,935,674,542

WRIGHT INVESTORS SERVICE INC

106302

801-51257

1247

$1,292,546,493

BEIRNE.

167103

801-77726

1136

$1,135,235,910

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

310378

801-119493

250

$224,853,594

COOPER FINANCIAL SERVICES, INC.

104671

801-24288

1684

$170,512,440

GANIM PRIVATE WEALTH

285679

801-120943

$131,543,639

WRIGHT PRIVATE ASSET MANAGEMENT LLC

139570

801-66231

$61,217,028

ARMADA ETFS

317979

801-123057

$5,490,000

THE WINTHROP CORPORATION

105273

801-2501

Not Disclosed

Explore More Financial Advisor Firms in Shelton, Connecticut >>