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INVESTMARK ADVISORY GROUP LLC

Tel: 203-953-3777
3 Enterprise Drive
Fourth Floor
Shelton, Connecticut  06484

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INVESTMARK ADVISORY GROUP LLC

INVESTMARK ADVISORY GROUP LLC is a Shelton, Connecticut based financial advisory firm with nearly $712,457,504 in assets under management and provides investment advisory services for 1788 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

121060

SEC#:

801-76505

No. of Clients:

1788

Assets under Management

$712,457,504

No. of Advisors:

10

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