|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Investmark Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 121060 |
| SEC # | 801-76505 |
| CIK # | 0001926349 |
| AUM | $812.2 M (2025-04-24) |
| Employees | 10 (100% Investors, 80% Brokers) |
| Phone | 203-953-3777 |
| Address | 3 Enterprise Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Philip Morris International Inc | 8.4 | ||
| Altria Group Inc | 4.6 | ||
| Qualcomm Inc/DE | 4.6 | ||
| AbbVie Inc | 4.5 | ||
| Home Depot Inc | 4.5 | ||
| Procter & Gamble Co | 4.0 | ||
| AT&T Inc | 4.0 | ||
| Chevron Corp | 3.5 | ||
| Johnson & Johnson | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 156.7 |
| (b) Individuals (high net worth individuals) | 198 | 567.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 79 | 88.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,863 | 812.2 |
| By Discretionary | ||
| Discretionary | 1,863 | 812.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,863 | 812.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 812.2 | |
| Total | 1,863 | 812.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001926349] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Round Rock Advisors LLC
✚
|
CT | 0.8 |
|
NFSG Corporation
✚
|
FL | 0.8 |
|
High Probability Advisors LLC
✚
|
NY | 0.8 |
|
Compound Global Advisors LLC
✚
|
0.8 | |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.8 |
|
Oak Root LLC
✚
|
0.8 | |
|
Keudell Morrison Wealth Management LLC
✚
|
OR | 0.8 |
|
BCS Financial LLC
✚
|
TN | 0.8 |
|
Statheros Financial Solutions Inc
✚
|
CA | 0.8 |
|
Slow Capital Inc
✚
|
CA | 0.8 |