VESTMARK ADVISORY SOLUTIONS, INC.

100 Quannapowitt Pkwy
Suite 205
Wakefield, Massachusetts 01880
Tel: 888-355-0477

About VESTMARK ADVISORY SOLUTIONS, INC.

VESTMARK ADVISORY SOLUTIONS, INC, formally registered with the SEC as VESTMARK ADVISORY SOLUTIONS, INC. The firm was established in 09/28/2018. They have over 1 offices throughout the country.

VESTMARK ADVISORY SOLUTIONS, INC. is a Wakefield, Massachusetts based Financial Planning firm with nearly $5,637,000,000 assets under management, offering retirement planning & investment advisory services to 19491 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	221518
SEC#	801-114077
Assets Managed by Firm	$5,637,000,000
No. of Clients	19491
No. of Advisors	27

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	19491	$5,637,000,000
Individuals (other than high net worth individuals)	19491	$5,637,000,000

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