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LANDMARK WEALTH MANAGEMENT, LLC
95 Broadhollow Road, Suite 102
Melville, New York 11747
Tel: 888-342-6436
About LANDMARK WEALTH MANAGEMENT, LLC
LANDMARK WEALTH MANAGEMENT, LLC, formally registered with the SEC as LANDMARK WEALTH MANAGEMENT, LLC. The firm was established in 01/02/2015. They have over 5 offices throughout the country.
LANDMARK WEALTH MANAGEMENT, LLC is a Melville, New York based Financial Planning firm with nearly $310,516,586 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158693 |
| SEC# | 801-80788 |
| Assets Managed by Firm | $310,516,586 |
| No. of Clients | 787 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 787 | $310,516,586 |
| Individuals (other than high net worth individuals) | 95 | $48,361,761 |
| High net worth individuals | 164 | $254,250,555 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,839,075 |
| Charitable organizations | Fewer than 5 clients | $2,290,112 |
| Corporations or other businesses | Fewer than 5 clients | $2,775,083 |
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