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LANDMARK WEALTH MANAGEMENT, LLC

Tel: 888-342-6436
95 Broadhollow Road, Suite 102
Melville, New York  11747

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LANDMARK WEALTH MANAGEMENT, LLC

LANDMARK WEALTH MANAGEMENT, LLC is a Melville, New York based financial advisory firm with nearly $310,516,586 in assets under management and provides investment advisory services for 787 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

158693

SEC#:

801-80788

No. of Clients:

787

Assets under Management

$310,516,586

No. of Advisors:

5

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