DAYMARK WEALTH PARTNERS, LLC

9675 Montgomery Road
Ste 201
Cincinnati, Ohio 45242
Tel: 513-838-2520

About DAYMARK WEALTH PARTNERS, LLC

DAYMARK WEALTH PARTNERS, LLC, formally registered with the SEC as DAYMARK WEALTH PARTNERS, LLC. The firm was established in 05/02/2022. They have over 4 offices throughout the country.

DAYMARK WEALTH PARTNERS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $3,939,833,944 assets under management, offering retirement planning & investment advisory services to 6073 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	320878
SEC#	801-124936
Assets Managed by Firm	$3,939,833,944
No. of Clients	6073
No. of Advisors	31

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	6073	$3,939,833,944
Individuals (other than high net worth individuals)	938	$493,615,294
High net worth individuals	738	$3,204,738,200
Pension and profit sharing plans	5	$8,993,574
Charitable organizations	14	$189,085,838
Corporations or other businesses	14	$43,401,038

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