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LANDMARK WEALTH MANAGEMENT
2410 North Forest Road
Suite 101
Getzville, New York 14068
Tel: 716-810-9594
About LANDMARK WEALTH MANAGEMENT
LANDMARK WEALTH MANAGEMENT, formally registered with the SEC as LANDMARK WEALTH MANAGEMENT. The firm was established in 04/05/2012. They have over 1 offices throughout the country.
LANDMARK WEALTH MANAGEMENT is a Getzville, New York based Financial Planning firm with nearly $615,905,000 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109379 |
| SEC# | 801-74639 |
| Assets Managed by Firm | $615,905,000 |
| No. of Clients | 279 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 279 | $615,905,000 |
| Individuals (other than high net worth individuals) | 113 | $129,599,000 |
| High net worth individuals | 158 | $464,577,000 |
| Charitable organizations | 7 | $19,128,000 |
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