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Home > Retirement Planners > massachusetts > wakefield > VESTMARK ADVISORY SOLUTIONS, INC.
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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