Lifemark Securities Corp


Assets, Funds, Holdings

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Lifemark Securities Corp
CRD #16204
SEC #801-68438
CIK #0000763134
AUM $167.7 MM (54% Disc, 100% US, 2020-05-15)
Employees 72 (100% Investors, 100% Brokers)
Address400 West Metro Financial Center
Rochester, NY 14623
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
V2 Financial Group LLC
IL 0.2
Trisperity Advisors LLC
TX 0.2
Sander Capital Advisors Inc
WA 0.2
Beacon Wealthcare Inc
NC 0.2
Meredith Kathryn JANE
NY 0.2
Harnish John Paul
NY 0.2
Southwest Investment Advisors Inc
AZ 0.2
Strategic Asset Management Inc
OH 0.2
Wunderlich Capital Management LLC
TN 0.2
Friedlander Brenda S
CA 0.2
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