400 West Metro Park
Rochester, New York 14623
Tel: 585-424-5672
LIFEMARK SECURITIES CORP, formally registered with the SEC as LIFEMARK SECURITIES CORP. The firm was established in 10/17/2007. They have over 67 offices throughout the country.
LIFEMARK SECURITIES CORP. is a Rochester, New York based Financial Planning firm with nearly $246,107,839 assets under management, offering retirement planning & investment advisory services to 1231 clients. The firm is staffed with 86 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 16204 |
SEC# | 801-68438 |
Assets Managed by Firm | $246,107,839 |
No. of Clients | 1231 |
No. of Advisors | 86 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1231 | $246,107,839 |
Individuals (other than high net worth individuals) | 883 | $246,107,839 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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