INVESTMARK ADVISORY GROUP LLC

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

About INVESTMARK ADVISORY GROUP LLC

INVESTMARK ADVISORY GROUP LLC, formally registered with the SEC as INVESTMARK ADVISORY GROUP LLC. The firm was established in 04/23/2012. They have over 5 offices throughout the country.

INVESTMARK ADVISORY GROUP LLC is a Shelton, Connecticut based Financial Planning firm with nearly $712,457,504 assets under management, offering retirement planning & investment advisory services to 1788 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121060
SEC#	801-76505
Assets Managed by Firm	$712,457,504
No. of Clients	1788
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1788	$712,457,504
Individuals (other than high net worth individuals)	431	$173,378,268
High net worth individuals	169	$527,070,245
Corporations or other businesses	18	$12,008,991

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