PPrivate Fund Data Log in Join · $37/mo

Investmark Advisory Group LLC

● SEC registered since 2012CRD 121060SEC# 801-76505Shelton, CT
Export (members)
Reg. AUM
$812.2M
Employees
10
Accounts
1,863
Location
Shelton, CT

Investmark Advisory Group LLC assets under management

Investmark Advisory Group LLC is an SEC-registered investment adviser based in Shelton, CT. The firm has been registered since 2012. It reports $812.2 million in regulatory assets under management and employs 10 people.

Investmark Advisory Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Jay Marc Diamond ControlMember25-50%2016
Michael Christopher Kusick ControlManaging Member25-50%2016
Nicholas Thomas Christie ControlMember10-25%2016
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Investmark Advisory Group LLC manage?

Investmark Advisory Group LLC reports $812.2 million in regulatory assets under management on its Form ADV.

How many employees does Investmark Advisory Group LLC have?

Investmark Advisory Group LLC reports 10 employees.

Where is Investmark Advisory Group LLC located?

Investmark Advisory Group LLC is based in Shelton, CT and has been SEC-registered since 2012.

Does Investmark Advisory Group LLC disclose fund performance?

Investmark Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Enterprise Drive, Fourth Floor, Shelton, CT 06484
Phone203-953-3777
Fax203-386-8300
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$812.2M
Non-discretionary$0
Total (RAUM)$812.2M