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Vestmark Advisory Solutions, Inc.

● SEC registered since 2018CRD 221518SEC# 801-114077Wakefield, MA
Export (members)
Reg. AUM
$10.02B
Employees
22
Accounts
32,047
Location
Wakefield, MA

Vestmark Advisory Solutions, Inc. assets under management

Vestmark Advisory Solutions, Inc. operates as an SEC-registered investment adviser based in Wakefield, MA. The firm has been registered since 2018. It reports $10 billion in regulatory assets under management and employs 22 people.
www.vestmark.comView on SEC.gov ↗

Vestmark Advisory Solutions, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Denise Marie AdamczykChief Compliance OfficerUnder 5%2021
Maral P Boyadjian ControlSvp, Head Of Portfolio ManagementUnder 5%2022
Robert Guido Battista ControlSenior Vice President/Managing DirectorUnder 5%2022
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Frequently asked questions

How much does Vestmark Advisory Solutions, Inc. manage?

Vestmark Advisory Solutions, Inc. reports $10 billion in regulatory assets under management on its Form ADV.

How many employees does Vestmark Advisory Solutions, Inc. have?

Vestmark Advisory Solutions, Inc. reports 22 employees.

Where is Vestmark Advisory Solutions, Inc. located?

Vestmark Advisory Solutions, Inc. is based in Wakefield, MA and has been SEC-registered since 2018.

Does Vestmark Advisory Solutions, Inc. disclose fund performance?

Vestmark Advisory Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Quannapowitt Pkwy, Suite 205, Wakefield, MA 01880
Phone888-355-0477
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.59B
Non-discretionary$4.43B
Total (RAUM)$10.02B