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LIFEMARK SECURITIES CORP.
400 West Metro Park
Rochester, New York 14623
Tel: 585-424-5672
About LIFEMARK SECURITIES CORP.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1231 | $246,107,839 |
| Individuals (other than high net worth individuals) | 883 | $246,107,839 |
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